We're Hiring: Financial Advisor Assistant
Location: Chesapeake, VA
Job Type: Part-Time with the potential to move to Full Time
Salary: Competitive, based on experience
Are you detail-oriented, organized, and passionate about helping people reach their financial goals? Join our dynamic team as a Financial Advisor Assistant and support the success of our clients and advisors alike.
About the Role:
As a Financial Advisor Assistant, you will play a key role in supporting our financial advisors with client communications, scheduling, documentation, and account maintenance. This is a great opportunity for someone looking to grow in the financial services industry and gain hands-on experience in a fast-paced, professional environment.
Responsibilities:
Provide administrative support to financial advisors, including managing calendars and preparing client reports
Maintain accurate client records and assist in account opening and maintenance
Respond to client inquiries with professionalism and accuracy
Help coordinate client events and engagement initiatives
Stay current with financial products and compliance standards
Qualifications:
Associate's or Bachelor’s degree in Finance, Business, or related field (preferred)
Previous administrative or financial services experience is a plus
Excellent communication and interpersonal skills
Strong attention to detail and organizational abilities
Proficiency with Microsoft Office Suite and CRM software
Ability to handle confidential information with integrity
Proficient with Mac OS systems