Financial Advisor Assistant
📋 Role Overview & Responsibilities
Established Financial Advisory firm seeking friendly, responsible, hard-working administrative professional to manage our office operations. Experienced applicants with financial services, customer service or healthcare administration backgrounds encouraged to apply.
Soft skills:People-person, friendly, organized, responsible, able to juggle many tasks at once, self-manage, wants to learn and grow as a professional. Ability to learn software systems and problem-solve. Understand data privacy and protecting sensitive client information. Phone skills. Patient, with a get-it-done attitude, take ownership of a problem and pursue it to resolution.
Hard skills:Advanced proficiency in Outlook, Excel, PowerPoint, Word. College degree preferred. 5+ years customer service. 5+ years administrative. Experience in SalesForce and Series 7 licensure very welcome (but not required).
What we offer:Friendly, collaborative environment, PTO, military spouse friendly, professional development, ample The Office references. Ideal schedule is 8am-3pm Mon-Fri, but hours (30-40) can be negotiated alongside salary ($50-70k) and adjusted with experience and proficiency. Background check and fingerprinting required. Training on the LPL system will be provided.
Your day might involve:Answering client and business-related phone calls, resolving low-level questions and referring more complex requests to Advisor. Monitoring notifications in the system, resolving not-in-good-order requests and reaching out to LPL Back Office for information/assistance when needed. Answering emails, attending webinars to stay up to date on industry information. Generating and preparing reports, managing Advisor’s calendar, reordering supplies. Investigating client or transaction history and consolidating reports in Excel. Managing firm’s social media channels, ensuring compliance with correspondence, tracking licensing and compliance requirements for Self, Advisor and Firm. Tracking expenses, sending client correspondence, ordering birthday gifts for clients! Partner with Advisor for day-to-day operations of the firm, taking an active role in growing and improving the business.
Job Type: Full-timePay: $50,000.00 - $70,000.00 per yearBenefits:Paid time offProfessional development assistanceSchedule:Day shift
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This position is located in Monterey, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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