Financial Advisor Assistant

A growing independent wealth management practice is seeking a polished and client-focused professional to support advisors with client communication, onboarding, relationship management, and day-to-day operational activities. This individual will serve as a key point of contact for clients while also assisting with administrative and operational functions to ensure a high level of service and efficiency across the practice. The ideal candidate will have prior experience within wealth management or financial advisory services and be comfortable working directly with high-net-worth clients in both a client-facing and operational capacity. Responsibilities Serve as a primary point of contact for clients regarding account inquiries, service requests, and general relationship support Participate in client intake meetings, onboarding discussions, and review meetings alongside advisors Assist with gathering and organizing client documentation for new accounts, account maintenance, transfers, and other servicing needs Coordinate client communications, follow-ups, scheduling, and meeting preparation Support advisors with account opening, paperwork processing, money movements, and operational workflows Maintain accurate client records and ensure all documentation is compliant with internal and regulatory requirements Liaise with custodians, vendors, and internal teams to resolve account and operational issues Help deliver a high-touch client experience while building strong long-term relationships Assist with reporting, CRM updates, and administrative support functions as needed Ensure confidentiality, professionalism, and accuracy in all client interactions and operational processes Qualifications Minimum 2+ years of experience within wealth management, financial advisory, private banking, or financial services Experience supporting financial advisors in both client-facing and operational capacities Strong understanding of investment accounts, account opening processes, transfers, and client servicing workflows Excellent interpersonal and communication skills with a professional demeanor Strong organizational skills and attention to detail Ability to manage multiple priorities in a fast-paced environment Experience with CRM systems and custodial platforms preferred Proficient in Microsoft Office Suite, including Outlook and Excel FINRA licenses are a plus but not required #J-18808-Ljbffr