Analyst Financial Advisory Support
Core
Support financial advisors in servicing clients, managing office workflow, and delivering a unique client experience.
Role type
Financial Advisory Support Analyst
Builds
Client service operations and advisor practice support
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
trade execution, meeting coordination, document preparation, compliance documentation, expense reporting, client file management, social media support, financial product knowledge
Preferred skills
advisor interaction experience, US business partner experience
Technologies
MS PowerPoint, MS Excel, MS Word
Responsibilities
Assist advisors in completing trades and transactions; prepare and summarize client meetings; process new business paperwork and insurance/annuity applications; coordinate marketing events and compliance; handle general administrative duties; support advisor social media presence; assist clients with tool enrollment