Client Services and Operations Assistant for Financial advisor

You will be an assistance for an investment advisor. You will be trained in all of these areas:

You will be assisting the advisor with the transition of his business.

Tasks will include assisting the advisor in transferring his accounts to his new firm : Opening accounts on computers.

Submitting transfer forms. Sending out emails to clients. Processing client forms.

Benefits: Learn about the investment industry.

Earn a substantial bonus he first two months ( extra $1200 each of the first two months for quality work and effeciveness. This $1200 will be paid in addition to the hourly wage).

Work alongside a veteran financial advisor. Receive paid-for training for valuable skills within he investment industry.

Skills and activities required:

Prep DocuSign and wet-ink (FedEx) packets; track forms and account openings.

Handle client calls/emails, schedule visits, update CRM

Light office admin: scanning, mailing, filing

What you need:

Organized, detail-driven, good with people

Proficient with Microsoft Office (Outlook/Word/Excel)

Comfortable learning new software and following checklists

1–3 yrs admin or client service experience preferred but not required(finance/banking a plus)

Why you’ll like it (benefits)

Paid training on investment-industry systems & workflows

Career growth: exposure to the securities field; advancement potential (future licensing support may be available)

Flexible daytime schedule (30 hrs) with some remote work possible after 6 weeks.

Small, supportive team; meaningful client impact; résumé-building experience