Financial Advisor Assistant

Mandeville, Louisiana
Finance & Economics (Business and Financial Operations Occupations)
Job Type
Working Hours
8:00 AM - 5:00 PM
US$ 14.00 - US$ 20.00 per hour
Ref. Number
Hall, Christina, Spherion
Apply Now

Job Description

Are you a finance professional, looking for an opportunity to utilize your skills?
Our client located in Mandeville is looking for a Financial Advisor Assistant to join their team.
This is opportunity may be for you!

This position will provide high level administrative support to Financial Advisors. Primary responsibilities include managing phone
coverage, scheduling meeting, maintain calendars and files, generating and mailing correspondence and other duties as assigned.

Pay is based on experience and education.

Provides assistance to Financial Advisor officers.
Help confirm orders, maintain customer files and records.
Organize managers??? time: schedule appointments, maintain calendars, and coordinate schedules with other staff and
individuals outside the firm, as appropriate. Prepare master calendars daily.
Research information needed for client meetings. Prepare documents (in conjunction with client service team), notes, and
presentation materials, as required
Confirm client appointments daily
Professionally greet and assist visitors in support of other team members; help to ensure that all clients are made to feel
welcome and that all visits are handled with utmost professionalism
Follow up with clients verbally and in writing to obtain required information.
Answer, screen and route phone calls for advisors, assisting clients directly or taking messages as appropriate
Assist with the planning and execution of firm events as well as community events supported by the firm.
Maintain client records in CRM database, including documentation of phone calls and conversations with clients.
Communicate confidential client information professionally and discreetly
Deliver superior client service???troubleshoot problems and serve as a liaison between adviser and client as needed
Process new client paperwork in coordination with client services team, and assist with new account openings, transfers,
and transactions with firm custodian(s)

Working hours: 8:00 AM - 5:00 PM

Excellent typing, spelling, and proofreading skills required
Must have a sense of urgency in servicing department/branch customers and accomplishing tasks.
Quick books, CRM and Financial Planning Software fluency.
Must have the ability to read, comprehend and write simple instructions: short correspondence, and memorandums.
Considerable skill in planning, prioritizing and maintaining composure under pressure while meeting multiple deadlines
Must have the ability to multi-task, performing several job responsibilities simultaneously.


1-4 years

Financial Services and Investment experience is required
Bachelor???s degree in Business Management or equivalent experience preferred
Three to five years of Financial services experience preferred
Securities licenses preferred but not required

If you are interested in this position, please apply online at
Following the completion of your application, a recruiter from our local office will reach out to you within 24-48 hours regarding the application, your work experience, the job details and next steps.

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

Apply Now