Assistant To Financial Advisor

The Advisor Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.

Key responsibilities include assisting the advisor with administrative support, scheduling, completion of applications, and collaboration with internal departments.

Duties and Responsibilities

· Handle incoming calls in a friendly and professional manner

· Manage Advisor’s e-mail correspondence and professional calendar

· Schedule and confirm appointments in a timely manner

· Assist with file gathering in preparation for meetings

· Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate

· Act as direct liaison between Financial Advisor and clients

· Provide ad hoc support on assigned projects and any escalations

Qualifications

· Excellent verbal and written communication skills

· Exceptionally professional and organized

· Client-first attitude

· Ability to use discretion and maintain client confidentiality

· Extremely detail-oriented

· Comfortable in a fast-paced environment

· Ability to collaborate with others, build and maintain relationships

· Proficiency in Microsoft Office

· Experience in Salesforce is a plus

· Some college or professional experience

* Advisor Support Roles are hired directly by the Financial Services Representatives.

Job Type: Full-time

Pay: $21.00 - $27.00 per hour

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Required)

Ability to Commute:

• Warren, NJ 07059 (Required)

Ability to Relocate:

• Warren, NJ 07059: Relocate before starting work (Required)

Work Location: In person