Advisor Assistant

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

📋 Description

• Deliver comprehensive administrative assistance to one or more Financial Advisors

• Examine client account details and generate reports

• Support account-related administrative tasks

• Organize appointments and handle complex, multi-calendar scheduling

• Prepare, process, and monitor client documentation, forms, and correspondence

• Oversee client communications

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

• Keep accurate records while adhering to strict confidentiality standards

• Make and receive phone calls, providing assistance to customers

• Follow up on sales leads

• Conduct data entry for completed or modified orders

• Guide clients and sales leads to the appropriate team members

⛳️ Requirements

• Self-driven with the ability to work independently in a fully remote setting while meeting performance benchmarks 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

• Excellent organizational skills with the capability 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 ability to navigate multiple applications, systems, and screens concurrently

• Previous customer service experience with an emphasis on providing outstanding support and service

• High school diploma or equivalent is required

• Availability to work 35 hours per week

🏝️ Benefits

• Medical, dental, and vision insurance plans

• Mental health support and wellness programs

• 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 offering confidential counseling services and resources

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

• Up to 16 volunteer hours each year

• A minimum of 24 Paid Time Off (PTO) days for eligible employees

• Fully remote work arrangement