Administrative Skills, Brokerage, Calendar Management, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Service Operations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Documentation, Establish Priorities, Financial Operations, Financial Planning, Financial Services, Multitasking, NFS (Network File System), Onboarding, Organizational Skills, Retirement Plan, Sales Management, Time Management, Wealth Management
About Us
We are a client-focused financial planning firm dedicated to delivering personalized advice and high-quality service. We are seeking a detail-oriented Administrative Assistant who is experienced in financial services operations and enjoys working in a fast-paced, client-driven environment.
Key Responsibilities
- Handle inbound and outbound client calls in a professional and timely manner
- Manage advisor calendars and client scheduling using Redtail CRM
- Utilize Wealthscape through NFS to support account servicing and operations
- Open and maintain client accounts, ensuring accuracy and completeness
- Work directly with custodians and product companies to process and service accounts
- Assist with client onboarding and documentation
- Maintain organized and compliant client records
Additional Information
Introductory Period: The first 90 days of employment will serve as an introductory period focused on training, system proficiency, and demonstration of accurate, independent job performance.
Requirements
- Proficiency with Wealthscape through National Financial Services (NFS)
- Experience using Redtail CRM for scheduling and client management
- Strong organizational skills and attention to detail
- Excellent communication and client service skills
- Ability to multitask and prioritize in a fast-paced environment
- Must be willing to be fingerprinted and pass a background check
Preferred
- Prior experience in a financial advisory or wealth management firm
- Familiarity with account opening, transfers, and servicing workflows
- Understanding of brokerage or advisory operations
Benefits
- Competitive salary
- Retirement plan options
K
Kestra Financial Independent Advisor