Hire Resolve's client is currently seeking a dedicated and enthusiastic Financial Advisor Assistant to join their team. As a Financial Advisor Assistant, you will provide crucial support to our Financial Advisors in managing client relationships and delivering top-notch financial services.
In this role, you will assist Financial Advisors in various tasks such as preparing client presentations, conducting research, managing client databases, and processing client transactions. You will also play a key role in ensuring excellent customer service by promptly addressing client inquiries and resolving issues.
Responsibilities:
- Assist Financial Advisors in developing and maintaining client relationships
- Prepare client presentations and reports
- Conduct research on financial products, market trends, and investment opportunities
- Manage and update client databases and files
- Process client transactions and assist in account maintenance
- Coordinate with internal teams to address client inquiries and resolve issues
- Stay up-to-date with industry regulations and best practices
- Provide general administrative support to Financial Advisors
Requirements
- Previous experience in a financial services role is preferred
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational skills
- Proficiency in MS Office Suite
- Excellent communication and interpersonal skills
- Ability to prioritize tasks and work under pressure
- Customer service-oriented mindset
- Ability to handle confidential information with discretion
Benefits
- Salary negotiable
- Contact Hire Resolve for your next career-changing move today
- Our client is offering a highly competitive salary for this role based on experience.
- Apply for this role today, contact Shaun Ferreira at Hire resolve or on LinkedIn
- You can also visit the Hire Resolve website: hireresolve.us or email us your CV:
- We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.