Concierge, Advisor Support
📋 Role Overview & Responsibilities
Position Overview: As a Concierge, Advisor Support team member at Dynamic Advisor Solutions, you will play a pivotal role in providing comprehensive back-office support to our esteemed Financial Advisors. This position combines administrative proficiency with exceptional customer service skills, ensuring smooth operations and a seamless experience for our clients.
Key Responsibilities
Client Interaction
Serve as the primary point of contact for Financial Advisors, offering prompt and professional assistance.Respond to inquiries, resolve issues, and address requests from Advisors in a timely and effective manner.
Administrative Support
Manage and organize administrative tasks to enhance the efficiency of Advisor operations.Handle scheduling, document preparation, and other administrative functions as required.
Communication Liaison
Facilitate communication between Advisors and internal departments, ensuring a cohesive and collaborative working environment.
Onboarding Assistance
Assist in the onboarding process for new Advisors, providing guidance on internal systems and procedures.
Technical Support
Provide technical support and assistance with our proprietary systems and tools utilized by Financial Advisors.
Event Coordination
Collaborate with the Events team to coordinate and support various events, meetings, and conferences involving Financial Advisors.
Training and Development
Assist in the training and development of Advisors, ensuring they are proficient in utilizing our resources for maximum efficiency.
Data Management
Maintain accurate and up-to-date records for Advisors, ensuring compliance with company policies and industry regulations.
Qualifications
5+ years proven experience in a similar support role within the financial services industry.Experience working with Schwab, TD Ameritrade, Fidelity, Raymond James, Merrill Lynch, Edward Jones, Vanguard, JP Morgan Chase, Wells Fargo, or Pershing is a plusStrong organizational and multitasking skills.Excellent communication skills, both written and verbal.Proficiency in using various office software and tools.Ability to work independently and collaboratively in a team environment.Attention to detail and commitment to delivering high-quality service.
Education and Experience
Bachelor's degree in Business Administration, Finance, or a related field (preferred).Previous experience in a similar role within a financial services or advisory firm.
Dynamic is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
Frequently Asked Questions
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Is this position eligible for remote work or visa sponsorship? ▼
This position is located in United States with potential relocation and sponsorship assistance depending on candidate qualifications.
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