Financial Advisor Assistant

The Financial Advisor Assistant will be responsible for general client services, scheduling, and administrative
support to both the Lead and Associate Advisors of a Wealth Management Financial Firm. The candidate
for this position should be capable of working in a dynamic work environment with a strong attention to
detail and a motivated attitude for problem-solving. This individual will be required to work both
independently and alongside other assistants while under the direct supervision of the Lead Advisor and
Office Administrator.
WealthCrest Financial Services, LLC provides a 401(k) plan, paid holidays, and accrued time-off for this
full-time, hourly paid position.

Client Services
 Greet and receive incoming clients. Maintain the reception area and conference rooms.
 Handle incoming communications, to include physical mail, emails, phone calls and messages.
 Record and direct inquiries/requests in order of priority and provide actionable recommendations
according to the Advisors’ availability.
 Maintain up-to-date client information records to include data entry and filing.
Administrative Scheduling
 Maintain the Lead Advisor’s work and personal calendars as directed and in coordination with other
calendars as deemed necessary.
 Proactively schedule meetings and provide reminders for the Lead Advisor

Administrative Support
 Become knowledgeable and adhere to the Firm’s policies and procedures, which are modeled after
requirements made by lawmakers and industry regulators.
 Perform filing/record keeping procedures and assist with industry compliance practices as directed.
 Attend all team meetings, record meeting minutes, and keep Lead and Associate Advisors informed of
the status of tasks, projects, and scheduling.
 Send and record client correspondence as directed (Birthday, Holiday, Sympathy, etc.)
 Perform other tasks as assigned by the Lead Advisor and Office Administrator

JOB REQUIREMENTS
 Must have a satisfactory background check.
 High School Diploma (College Education preferred)
 2+ years’ experience in client services and/or administrative support.
 Professional level written and verbal communication skills.
 Aptitude for mathematical computation and reasoning.
 Intermediate level literacy with computers and software technology.
 Working knowledge of Microsoft Office 365 and Windows OS.
 Financial industry experience preferred, but not required.