Advisor Assistant

About the Role

This position is vital to the support of the region, leadership, and acts as a partner to many home office departments. The role has many responsibilities that are critical to the advisors' continued success, including: calling/answering telephone calls and assisting customers, following up on sales leads, performing data entry when orders are completed or changed, directing clients and sales leads to appropriate members of the team.

Responsibilities

• Providing administrative support to a financial advisor.
• Reviewing accounts and creating reports for financial advisor.
• Respond to client requests for forms or marketing literature.
• Assist with processing paperwork and client mailings.
• Performing other office tasks such as copying, taking messages, distributing mail items, as needed.

Qualifications

• High school graduate or equivalent required, including experience with customer service interactions.
• 2 years office clerical experience including customer service environment.
• Must be skilled in verbal and written communications.
• Must be self-motivated: looking for someone eager to learn the business and work toward a common set of goals.
• Must be coachable and work well in a team environment.
• Must adapt well to change.
• Must be thorough and able to communicate effectively.
• Must be discreet with all client interactions and documents.
• Must possess strong organizational skills.
• Must be proficient with MS Office applications, and other software applications.

Pay

The base hourly rate of pay for this position is $22.84 - $25.00.

Work Location

This position is currently designated as remote - WA OR remote - CA.