Advisor Assistant

This is a fully remote position, open to applicants in Maryland.

📋 Description

• Deliver extensive administrative support to one or more Financial Advisors.

• Analyze client account details and generate reports.

• Aid in account-related administrative tasks.

• Organize appointments and handle complex, multi-calendar scheduling.

• Prepare, process, and track client documents, forms, and correspondence.

• Manage client communications effectively.

• Address high-volume inquiries and resolve issues in a professional and timely manner.

• Maintain precise records while adhering to strict confidentiality standards.

• Make and receive phone calls to assist customers.

• Follow up on sales leads promptly.

• Conduct data entry for completed or modified orders.

• Direct clients and sales leads to the appropriate team members.

⛳️ Requirements

• Self-driven and capable of working independently in a fully remote setting while meeting performance standards and deadlines.

• Proficient in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint.

• Strong written and verbal communication abilities.

• Proven professionalism, discretion, and dedication to maintaining confidentiality.

• Exceptional organizational skills with the capacity to prioritize tasks and manage time efficiently.

• Ability to adapt and excel in a structured, fast-paced, team-oriented environment.

• Strong technical skills with the capability to navigate multiple applications, systems, and screens concurrently.

• Previous customer service experience focused on providing outstanding support and service.

• High school diploma or equivalent is required.

• Willingness to work 20 hours per week.

🏝️ Benefits

• Medical, dental, and vision insurance plans.

• Mental health support and wellness initiatives.

• 401(k) Plan with dollar-for-dollar company matching contribution of up to 6% of eligible pay.

• Company contribution equal to 3% of eligible pay to the 401(k) Plan.

• Immediate vesting of company retirement contributions.

• Employee Assistance Program providing confidential counseling services and resources.

• Matching charitable donations 1:1, up to $5,000.

• Up to 16 volunteer hours annually.

• At least 24 Paid Time Off (PTO) days for eligible employees.

• Fully remote work arrangement.