Advisor Assistant Jobs

Primary

• Scanning, filing, organizing
• Manage the Social Media strategy, including Facebook, LinkedIn, Website, Eventbrite, blog, etc.
• Schedule and confirm appointments
• Client meeting preparation
• Greet clients and receive incoming calls
• Assisting clients with website, and other on-line tools
• Drive and manage the new-client on-boarding process
• Assist with money movement, including initiating client deposits and withdrawals
• Event management – marketing, invites, packet prep, etc
• Update and maintain client management system

Other

• Assist in resolving client issues
• Paperwork processing, follow up and problem solving (including tracking, scanning, photo copying and shredding)
• Post-appointment follow up/processing
• Maintain primarily electronic files and ability to retrieve the information quickly as needed.
• Other miscellaneous duties
• Provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
• Client communication through telephone, e-mail

Requirements

• Excellent time management skills and the ability to prioritize work
• Responsibilities and time allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
• Strong organizational skills with the ability to multi-task
• Ability to adhere to rules and regulations as required by advisor, LPL Financial and FINRA
• Excellent written and verbal communication skills
• Pleasant and energetic personality
• Attention to detail and being able to think on your feet
• Must be proficient in Microsoft Office (Particularly MS Word, MS Excel & MS Outlook)
• Broad computer and technology skills

Compensation

$25-$30/hour + benefits