Find Jobs
Find Jobs Near You – Available Work in Your Location
Find & Apply For Financial Operations Specialist Jobs in Fitchburg, Wisconsin
Browse jobs from a variety of sources below, sorted with the most recently published, nearest to the top. Click the title to view more information and apply online.
Skip to job details
Now viewing: Financial Advisor Support Specialist
GF
Gateway Financial Partners
Financial Advisor Support Specialist
Job Description
Financial Advisor Support Specialist Gateway Financial Partners - 4.4 Fitchburg, WI Job Details Full-time $49,000 - $65,000 a year 20 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Qualifications Customer communication Full Job Description Job Summary Financial Advisor Support Specialist Gateway Financial Partners is seeking a highly organized, client-focused, and detail-oriented Financial Advisor Support Specialist to join our growing team. This role serves as a key partner to financial advisors by providing operational, administrative, and client service support that helps advisors deliver exceptional client experiences and grow their practices. The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, takes ownership of tasks, and is passionate about delivering outstanding service to both advisors and clients. Key Responsibilities Advisor & Client Support Serve as a primary point of contact for advisors and clients regarding service requests and account maintenance. Provide proactive support to financial advisors by managing operational and administrative activities. Deliver exceptional client service through timely and professional communication. Assist with client onboarding, account openings, transfers, beneficiary updates, and other account servicing needs. Operations & Account Management Prepare, review, and process client paperwork accurately and efficiently. Monitor pending transactions and follow through to completion. Coordinate with custodians, investment platforms, insurance carriers, and other financial institutions to resolve issues and facilitate account activity. Maintain accurate client records and ensure documentation is complete and compliant. Meeting & Workflow Coordination Schedule client meetings and advisor appointments. Prepare meeting materials, reports, and supporting documentation. Manage advisor calendars and assist with workflow prioritization. Track outstanding service requests and ensure timely follow-up. Team & Process Improvement Support office operations, special projects, and team initiatives. Identify opportunities to improve processes, workflows, and the overall client experience. Collaborate with operations, compliance, and advisor teams to ensure consistent service standards. Qualifications Associate's or Bachelor's degree preferred. Previous administrative, client service, or operations experience required. Financial services experience strongly preferred, including familiarity with investment accounts, custodians, or advisory platforms. Experience working in an RIA, broker-dealer, bank, or wealth management environment is a plus. Skills & Competencies Exceptional organizational and time management skills. Strong attention to detail and commitment to accuracy. Excellent verbal and written communication skills. Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment. Strong problem-solving and critical-thinking abilities. Proficiency with Microsoft Office Suite (Word, Excel, Outlook), Wealthbox and other a plus. Ability to work independently while contributing positively to a team environment. Professional, service-oriented mindset with a commitment to delivering an outstanding client experience.