About this opportunity
ProspectBlue lists this Financial Advisor Assistant opportunity in richmond, va, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
ProspectBlue seeks an experienced Client Relations/Administrative Assistant for their wealth management firm client in Richmond, VA! Key Responsibilities:
Serve as the first point-of-contact with visiting clients, answering client calls, and being responsible for first impressions.
Support financial advisors with scheduling, document preparation, and client follow-ups
Maintain and organize client records in compliance with industry regulations. Work in various databases, including Redtail, Orion, Schwab, etc.
Assist with account openings, transfers, money movements, and general administrative tasks (cutting checks, journaling assets, ACH’s, etc.)
Communicate effectively with clients and internal team members. Participate in new client meetings and guide clients through paperwork.
Managing and ordering office supplies and appearance to enhance the client’s experience. Maintain vendor relationships.
Qualifications:
Prior experience in a financial services or advisory environment preferred (ideally 2+ years)
Strong attention to detail and solid written and verbal communication skills
Proficient in Microsoft Office and CRM systems
If you're ready to support a dynamic financial team, let’s connect!
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.