Financial Advisor Administrative Assistant

Job Description

We are looking for an organized and detail-oriented Financial Advisor Administrative Assistant to join our team in Cleveland, Ohio. This role involves supporting financial advisors with administrative tasks, ensuring smooth client service operations, and handling sensitive information with professionalism. The ideal candidate will have strong communication skills and a solid understanding of financial processes.

Responsibilities:

• Assist financial advisors with scheduling, correspondence, and delivering exceptional client service.

• Prepare, review, and ensure accuracy of new account documentation.

• Address and resolve client service inquiries in a timely and efficient manner.

• Utilize operational knowledge to streamline client-service workflows.

• Work independently to complete tasks with attention to detail and efficiency.

• Organize and provide necessary paperwork for client meetings.

• Manage confidential information with discretion and professionalism.

• Oversee administrative functions, including inventory management and mail distribution.

• Contribute to additional projects or responsibilities as assigned.

• Must have series 7

• Strong data entry skills with high accuracy.

• Ability to manage multiple tasks and prioritize effectively.

• Excellent communication and interpersonal skills.

• Prior experience in an accounting or administrative role is preferred.

• Strong organizational skills and attention to detail.

Full-time