Concierge, Advisor Support
Position Overview : As a Concierge, Advisor Support team member at Dynamic Advisor Solutions, you will play a pivotal role in providing comprehensive back-office support to our esteemed Financial Advisors.
This position combines administrative proficiency with exceptional customer service skills, ensuring smooth operations and a seamless experience for our clients.
Key Responsibilities :
- Client Interaction :
- Serve as the primary point of contact for Financial Advisors, offering prompt and professional assistance.
- Respond to inquiries, resolve issues, and address requests from Advisors in a timely and effective manner.
- Administrative Support :
- Manage and organize administrative tasks to enhance the efficiency of Advisor operations.
- Handle scheduling, document preparation, and other administrative functions as required.
- Communication Liaison :
- Facilitate communication between Advisors and internal departments, ensuring a cohesive and collaborative working environment.
- Onboarding Assistance :
- Assist in the onboarding process for new Advisors, providing guidance on internal systems and procedures.
- Technical Support :
- Provide technical support and assistance with our proprietary systems and tools utilized by Financial Advisors.
- Event Coordination :
- Collaborate with the Events team to coordinate and support various events, meetings, and conferences involving Financial Advisors.
- Training and Development :
- Assist in the training and development of Advisors, ensuring they are proficient in utilizing our resources for maximum efficiency.
- Data Management :
- Maintain accurate and up-to-date records for Advisors, ensuring compliance with company policies and industry regulations.
Qualifications :
- 5+ years proven experience in a similar support role within the financial services industry.
- Experience working with Schwab, TD Ameritrade, Fidelity, Raymond James, Merrill Lynch, Edward Jones, Vanguard, JP Morgan Chase, Wells Fargo, or Pershing is a plus
- Strong organizational and multitasking skills.
- Excellent communication skills, both written and verbal.
- Proficiency in using various office software and tools.
- Ability to work independently and collaboratively in a team environment.
- Attention to detail and commitment to delivering high-quality service.
Education and Experience :
- Bachelor's degree in Business Administration, Finance, or a related field (preferred).
- Previous experience in a similar role within a financial services or advisory firm.
Dynamic is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
Concierge, Advisor Support
As a Concierge, Advisor Support team member at Dynamic Advisor Solutions, you will play a pivotal role in providing comprehensive back-office support to our esteemed Financial Advisors. Provide technical support and assistance with our proprietary systems and tools utilized by Financial Advisors. Co...
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