Financial Advisor Assistant - Layton

Only for registered members Layton, United States

1 day ago

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Financial Advisor Assistant / Operations Associate · Position Overview · We are seeking a highly organized, detail-oriented, full-time, Financial Advisor Assistant / Operations Associate to support a well-established financial advisory practice. · This role is critical to deliver ...
Job description

Financial Advisor Assistant / Operations Associate

Position Overview


We are seeking a highly organized, detail-oriented, full-time, Financial Advisor Assistant / Operations Associate to support a well-established financial advisory practice.

This role is critical to delivering exceptional client service, ensuring smooth daily operations, and supporting the advisor in both administrative and client-facing activities.

The ideal candidate is proactive, dependable, discreet, and comfortable working in a fast-paced, client-focused financial environment.


Key Responsibilities

Client Service & Relationship Support
Serve as a primary point of contact for client service requests
Prepare and process account paperwork (new accounts, transfers, beneficiary updates, etc.)
Assist with client onboarding and ensure documentation completeness
Coordinate client meetings (schedule, prepare materials, follow-up)
Maintain accurate client records in CRM and custodial platforms
Handle client inquiries with professionalism and confidentiality


Operations & Administrative Support
Manage account maintenance and service requests
Track and follow up on pending transactions and paperwork
Monitor cash movements and assist with operational workflows
Prepare reports and summaries for client meetings
Support compliance requirements and documentation standards
Maintain organized digital and physical filing systems


Practice Management Support
Help coordinate marketing communications and client events
Manage calendar and scheduling for the advisor






Qualifications
Experience with CRM systems (e.g., Redtail, Salesforce) preferred
Strong proficiency in Microsoft Office (Excel, Word, Outlook)
Exceptional organizational and multitasking skills
Strong written and verbal communication skills
High level of discretion and professionalism
Detail-oriented with strong follow-through


Preferred (but not required)
Knowledge of retirement accounts, investments, and financial planning concepts


Key Traits for Success
Proactive and solution-oriented
Calm under pressure
Client-first mindset
Strong sense of ownership and accountability
Ability to work independently and as part of a team


Compensation & Benefits
Competitive salary based on experience


Please email resume to Michele Roosendaal-


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