Financial Advisor Assistant

Company Overview: Tax Management Services is a well-established Financial Advisory firm dedicated to providing comprehensive financial planning and investment management services to our clients. We are seeking a motivated and organized Financial Advisor Assistant to join our team and support our Financial Advisors in delivering exceptional service to our clients.

Job Description: As a Financial Advisor Assistant, you will play a crucial role in ensuring the efficient operation of our Financial Advisory practice. You will be responsible for a variety of administrative and client service tasks to support the Financial Advisors and help maintain client satisfaction.

Key Responsibilities:

1. Client Account Management:
   • Process new accounts, transfers, contributions, redemptions, beneficiary changes, and address changes.
   • Verify that all client requests are received and handled to completion.
   • Input and maintain accurate client information in all appropriate databases and software applications.
2. Client Interaction:
   • Respond to phone inquiries promptly, research and resolve questions, and assist clients with their requests.
   • Schedule client appointments and greet clients when they visit our office.
   • Effectively manage client interactions, ensuring a high level of professionalism and customer service.
3. Administrative Support:
   • Learn and utilize specialized financial software applications.
   • Create and update various Excel reports, database projects, and other special projects as directed by the Financial Advisors.
   • Create and run client reports for review by the advisors.
4. Marketing and Communication:
   • Assist with the design of client marketing materials, website maintenance, and social media updates.
   • Plan and develop client appreciation events, announcements, newsletters, and other client communications.

Qualifications:

• Bachelor's degree in finance, business, or related field preferred.
• Strong organizational and time-management skills.
• Excellent attention to detail and accuracy.
• Proficiency in Microsoft Office, particularly Excel.
• Ability to learn and adapt to new financial software applications.
• Strong communication and interpersonal skills.
• Previous experience in a similar role or within the financial industry is a plus.

Benefits:

• Competitive pay
• Health, dental, vision and retirement benefits
• Ongoing professional development opportunities
• Collaborative and supportive team environment
• Opportunity for growth within the company