The Advisor & Site Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Firm is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.
Key responsibilities include assisting the advisor with administrative support, scheduling, completion of applications, and collaboration with internal departments. It also involves the day to day compliance operations for the Site.
Duties and Responsibilities
- Visitor Management: direct visitors by utilizing resources strategically
- Oversee conference room scheduling electronically, through use of Outlook
- Oversee local facilities issues and escalate if needed
- Administrative responsibilities for associates when needed
- Securely quality check and manage interoffice processes
- Manage and trouble shoot office IT machines when necessary
- Manage daily incoming and outgoing mail to ensure compliance standards
- Assist with New Associate onboarding and logistics
- Handle incoming calls in a friendly and professional manner
- Schedule and confirm appointments in a timely manner
- Assist with file prep, paper filing and larger mailings
- Proactively manage internal platforms and systems so FSRs client information is up to date and accurate
- Accurately complete, submit, and follow up on status of all new business applications
- Act as direct liaison between Financial Advisor and clients
- Provide ad hoc support on assigned projects and any escalations
Qualifications
- Excellent verbal and written communication skills
- Exceptionally professional and organized
- Comfortable in a fast-paced environment
- Ability to collaborate with others, build and maintain relationships
- Ability to use discretion and maintain client confidentiality
- Client-first attitude
- Proficiency in Microsoft Office
- Experience in Salesforce is a plus
- Life, Accident, and Health License and/or Finra Registrations are a plus