We are two female financial advisors who have recently launched our own firm. Our mission is to provide personalized financial planning and investment management services to our clients, empowering them to achieve their financial goals. We are looking for a motivated and organized Financial Advisor Assistant to join our team and help us deliver exceptional service.
Job Description: As a Financial Advisor Assistant, you will play a crucial role in supporting our financial advisory team. This is a flexible, part-time position that allows you to work from the comfort of your home, with the convenience of choosing your own hours within the 9am-5pm timeframe. Prior experience in the financial industry is not necessary; we value enthusiasm, attention to detail, and a willingness to learn.
Key Responsibilities:
- Assist with administrative tasks, including scheduling appointments, managing emails, and maintaining client records.
- Prepare and organize client documents and reports.
- Prep and submit forms and place calls as necessary to move money.
- Provide exceptional customer service to clients, addressing inquiries and resolving issues.
- Support the advisors with various projects and tasks as needed.
Qualifications:
- Strong organizational and time-management skills.
- Excellent communication and interpersonal abilities.
- Ability to work independently and manage multiple tasks simultaneously.
- High level of accuracy and attention to detail.
- Willingness to learn and adapt to new challenges.
- Reliable internet connection and a suitable workspace at home.
What We Offer:
- Flexible working hours that fit your schedule.
- The opportunity to work remotely, with initial in-person training.
- A supportive and collaborative work environment.
- The chance to gain valuable experience in the financial industry.
- Competitive hourly pay.
Job Type: Part-time
Pay: From $25.00 per hour
Expected hours: 10 – 15 per week
Schedule:
Application Question(s):
- Are you seeking a part time job?
- Are you willing and able to meet for periodic in person training in the Bradenton, FL area?
Work Location: Remote