Financial Advisor Assistant

Financial Advisor Assistant (Financial Services / Client Support / Data Entry) Full-Time | On-Site | Mon-Fri | Growth Opportunity We're hiring a Financial Advisor Assistant to support a fast-paced financial services team. This role is ideal for someone who is highly organized, detail-oriented, and comfortable working with data, numbers, and client accounts. You'll play a key role in supporting client meetings, managing financial documents, and ensuring smooth day-to-day operations. What You'll Do Support client meetings (note-taking, follow-up, document prep) Complete data entry and financial planning support tasks Process paperwork, transactions, and service requests Communicate with clients and ensure timely follow-through Maintain accurate, compliant records and workflows What We're Looking For Strong attention to detail and accuracy Excellent organization and multitasking skills Comfortable with numbers, data entry, and financial documents Professional communication and customer service skills Experience in banking, accounting, insurance, payroll, or financial services preferred

Keywords:

Financial Advisor Assistant Financial Services Data Entry Client Support Banking Accounting Insurance Administrative Assistant CRM Office Support Apply today if you're detail-driven, organized, and ready to grow in the financial industry.

Pay:

$18.00 - $32.00 per hour

Benefits:

Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person