Job Overview
ATTENTION - IF YOU ARE NOT SERIES 7/63 REGISTERED - DO NOT APPLY FOR THIS JOB -
Join our dynamic team as a Registered Service Assistant, where your enthusiasm and dedication will help deliver exceptional service to our clients and support our Financial Advisory professionals. In this vital role, you will assist in coordinating client services, managing administrative tasks, and ensuring smooth operations within our office facility. Your proactive approach and attention to detail will contribute to creating a welcoming environment for clients.
We are a financial advisory practice with looking for a dependable and organized Client Service / Administrative Assistant to support daily office operations and client service.
This is a hands-on part time role that keeps the office organized and assists Financial Advisors & their clients. You will be responsible for managing calls, handling client requests, keeping records organized, and making sure tasks are completed accurately and on time.
You will also play a key role in improving how we operate—helping to organize workflows, keep processes consistent, and support a smooth client onboarding experience.
This position requires someone who can manage multiple responsibilities, stay organized, follow through, and work without constant direction.
Key Responsibilities Include (but aren’t limited to):
- Answer and manage incoming calls.
- Greet clients and provide a polished, welcoming experience
- Manage calendars, appointments, and scheduling
- Maintain organized client records and files
- Support financial paperwork and account processing
- Coordinate office tasks, supplies, and general operations
- Assist advisors with administrative needs as they arise
- Create & implement organized workflows
- Ability to use Microsoft Office including Excel Worksheets
Key Requirement
Series 7 and series 63 or equivalent license
Pay: $45,000.00 per year
Benefits:
Work Location: In person
