Financial Advisor Assistant

Providing comprehensive administrative support to Financial Advisors, the full-time remote Financial Advisor Assistant will manage client communications, coordinate appointments, and assist with account-related activities to ensure efficient operations. Key responsibilities Provide administrative support to Financial Advisors, ensuring efficient day-to-day operations Review client account information and prepare reports while assisting with account-related administrative activities Manage complex scheduling and coordinate appointments to support advisor and client needs Required qualifications High school diploma or equivalent required Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint Prior customer service experience focused on delivering exceptional support Ability to work independently in a fully remote environment while meeting performance expectations Strong organizational skills with the ability to prioritize tasks effectively