Financial Advisor Licensed Administrative Assistant - Tarr Management Inc

Job Summary:
Tarr Financial is seeking a motivated and detail-oriented Financial Advisor Assistant to join our team. The ideal candidate will support financial advisors in delivering exceptional service to clients while helping to manage administrative tasks, prepare financial documents, and enhance overall client experience. This role is perfect for someone looking to build a career in finance and refine skills in investment management, client relations, and financial planning. Opportunity for hybrid work arrangement (in office and at home).

Key Responsibilities:

• Assist financial advisors in preparing client presentations, financial plans, and investment proposals.
• Manage and maintain client records, ensuring all documentation is accurate and up to date.
• Respond to client inquiries via phone, email, and in-person meetings, providing excellent customer service.
• Schedule appointments and coordinate meetings between clients and advisors.
• Conduct research on investment products, market trends, and financial regulations.
• Help track client accounts and monitor investment performance.
• Prepare and process client onboarding documents and other administrative paperwork.
• Assist in the development and implementation of marketing strategies to attract new clients.
• Collaborate with team members to ensure efficient office operations and client satisfaction.

Qualifications:

• Series 6 or 7 licenses
• Series 65 and 63 or Series 66 license(s)
• Previous experience in a financial services or administrative role is a plus.
• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• Excellent communication and interpersonal skills.
• Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) and financial software.
• Attention to detail and a high degree of accuracy.
• Basic understanding of financial products, investment strategies, and market principles.
   

To learn more about us visit:
Tarr Financial

Powered by JazzHR