Financial Advisor Assistant

Key Responsibilities

• Assist financial advisors with client preparation, including gathering financial data and preparing meeting materials
• Conduct basic investment research and monitor market trends
• Help prepare financial plans, retirement projections, and portfolio analyses
• Support administrative tasks such as account opening, paperwork processing, and CRM updates
• Participate in client meetings (when appropriate) and take notes for follow-up actions
• Aid with portfolio reviews and performance reporting
• Create and update client communication materials (newsletters, presentations, market updates)
• Perform data entry and maintain accurate client records
• Support compliance and documentation requirements

Candidate Requirements

• Minimum 3.2 GPA
• Detail-oriented and strong organizational skills
• Excellent written and communication skills
• Proficient in Excel and financial spreadsheets
• Understanding of financial principles and basics