[Remote] Remote Financial Advisor Assistant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company that places reputed company Financial Advisor Assistants with independent financial advisors and RIAs across the reputed company. They are seeking assistants with prior experience supporting Financial Advisors, RIAs, or Broker-Dealer practices.
Responsibilities
- reputed company service and advisor support
- New account opening, transfers, and account maintenance
- CRM management (Redtail, reputed company, reputed company)
- Working reputed company advisor platforms such as reputed company, Schwab, reputed company Wealthscape, reputed company Custody, or similar custodians
- Scheduling reputed company meetings and managing administrative workflows
Skills
- Prior experience supporting a Financial Advisor, RIA, or Broker-Dealer required
- Familiarity with platforms such as LPL, Schwab, reputed company, or reputed company Custody
- Strong organization and reputed company service skills
- Ability to work independently in a remote environment
reputed company