Find & Apply For Personal Financial Advisor Jobs in Corinth, Mississippi

Job Title:

Client Service & Administrative Assistant

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Financial Advisory Office Job Type:

Full-time About the Role Campbell & Associates is seeking a highly organized, dependable, and professional Client Service & Administrative Assistant to join our financial advisory practice. Working closely with our financial advisor, clients, and professional partners, you will serve as a key resource in managing daily office operations and maintaining high-quality client relationships. This role is ideal for a energetic professional who excels at customer service, handles confidential information with care, and thrives in a detail-oriented environment. We offer a long-term career path with opportunities to expand your skill set into financial planning support and practice management. Key Responsibilities Serve as the primary, welcoming point of contact for incoming calls and routine client inquiries. Schedule and coordinate client meetings and maintain active office calendars. Prepare meeting materials, correspondence, and account-opening or maintenance paperwork. Maintain accurate client records, documentation, and database entry while ensuring strict confidentiality. Support the financial advisor with meeting preparation, follow-up actions, and administrative workflows. Perform routine client service requests and general office management tasks.

Qualifications & Traits Communication & Service:

Excellent written and verbal communication skills with a positive, relationship-focused mindset.

Organization & Detail:

Superior organizational skills with strong attention to accuracy and detail.

Technical Skills:

Proficient in Microsoft Office Suite, data entry, and adapting to modern software applications.

Work Ethic:

Resourceful, coachable, highly dependable, and proactive in acquiring new knowledge. Schedule Monday

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Thursday:

8:30 AM

•4:30

PM Friday:

8:30 AM

•12:00 PM (Option to work from home) Compensation & Benefits Above-average starting salary (with performance review and increase potential in 6-12 months) Paid time off (PTO) Customized employee benefits package Paid professional development, training, and long-term advancement opportunities How to Apply To apply, please upload a letter of interest directly to this Indeed posting. In your letter, please include: Your request for an in-person interview, including your preferred times of day. Your direct contact details (phone number and email address). Two (2) personal references.

Pay:

$15.00

•$20.00 per hour Expected hours: 40.0 per week

Benefits:

Employee assistance program Professional development assistance

Work Location:

In person