We are seeking an organized and detail-oriented individual to join our team as an Assistant to a Professional Financial Advisor.
As an assistant, you will play a crucial role in supporting the financial advisor in delivering exceptional service to our clients and managing various administrative tasks.
Responsibilities:
Provide administrative support to the financial advisor, including managing calendars, scheduling appointments, and coordinating meetings.
Assist in preparing and organizing client meetings, including gathering necessary documents, reports, and materials.
Maintain client records and databases accurately and confidentially, ensuring all information is up to date and easily accessible.
Assist in preparing financial reports, presentations, and proposals for clients.
Handle client inquiries and requests promptly, maintaining a high level of professionalism and customer service.
Assist in conducting research on financial products, market trends, and investment opportunities as directed by the financial advisor.
Collaborate with the financial advisor and other team members to ensure smooth workflow and efficient office operations.
Help manage office supplies, equipment, and other administrative tasks as needed.
Requirements:
Previous experience in an administrative or assistant role, preferably in a financial services or related industry.
Strong organizational and time-management skills, with the ability to handle multiple tasks and priorities effectively.
Excellent attention to detail and accuracy in data management and document preparation.
Proficient computer skills, including MS Office (Word, Excel, PowerPoint) and familiarity with financial software and tools.
Exceptional verbal and written communication skills, with a professional and friendly demeanor.
A proactive and self-motivated attitude, demonstrating the ability to take initiative and work independently.
Knowledge or interest in finance, investments, and the financial industry is a plus.
Discretion and respect for client confidentiality.
Joining our team as an Assistant to a Professional Financial Advisor offers an excellent opportunity to gain valuable experience in the financial services sector, working closely with a seasoned advisor and contributing to the success of our clients' financial goals.
If you are well-organized, detail-oriented, and thrive in a fast-paced environment, we invite you to apply for this position.
We look forward to reviewing your application and exploring the possibility of working together to provide exceptional financial services to our clients.
Job Types: Full-time, Part-time
Pay: $16.
00 - $20.
00 per hour
Benefits:
* Professional development assistance
* Retirement plan
Schedule:
* 8 hour shift
Ability to commute/relocate:
* Newport News, VA 23601: Reliably commute or planning to relocate before starting work (Required)
Experience:
* Microsoft Excel: 1 year (Preferred)
Work Location: In person
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