Advisory Support Specialist

Description Robert Half is partnering with a growing financial advisory firm to hire an Advisory Support Specialist. This contract‑to‑hire opportunity is ideal for a detail‑oriented professional who enjoys providing operational and customer support within financial services. Apply today or give our team at call at 563-359-3995! If you're looking for career growth in a stable, reputable firm—this is a great match. Contract-to-Hire | 8:00 AM - 4:00 PM Responsibilities Include + Review and process new account applications, transfers, re‑registrations, and account maintenance requests + Enter client and transaction information into internal systems + Handle advisor service inquiries via phone and email + Review paperwork for completeness, accuracy, and regulatory compliance + Maintain accurate and organized electronic records + Partner with Compliance to resolve documentation issues or missing information + Serve as a primary point of contact for advisors regarding account service needs + Communicate clearly and professionally with advisors and their staff + Provide timely status updates on pending requests and transactions + Follow up proactively on outstanding items to ensure timely and accurate completion + Support special projects and departmental initiatives Requirements Qualifications + Strong customer service skills and professional communication + High attention to detail and strong organizational abilities + Ability to prioritize multiple tasks and meet deadlines + Problem‑solving and critical‑thinking skills + Proficiency with Microsoft Outlook, Excel, and Word + Bachelor's degree preferred; relevant experience also considered What would make you stand-out + Experience with workflow or document management systems + Experience within financial services operations, brokerage, or RIA support + Knowledge of brokerage account types and registration requirements + Understanding of regulatory documentation standards TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .