1741 NE Douglas Street
Advisor Support Specialist
The Advisor Support Specialist position is an excellent opportunity to put your skills and experience to work in a local financial advising office. This position delivers a wide range of critical client support to the advisor and helps to provide the resources & guidance our clients need to achieve their financial goals. Duties are varied and can include supporting the preparation of documents and files for upcoming client appointments and reviews, organizing meetings, meeting follow up, & maintaining and updating client files. There is opportunity for growth & advancement.
Essential Duties & Responsibilities:• Coordinate the preparation of annual reviews and client meetings materials• Prepare client investment applications including new account applications; provide daily tracking of project status• Discuss and organize follow-up steps with the advisor after client meetings• Coordinate mailings; process incoming mail• Check daily transactions and follow up as needed• Manage all details of clients, prospects and vendors in CRM.• Plans and schedules work activities to complete assignments in their order of priority and to make the most effective use of time.• Commit to continuous education and professional development to remain current in industry issues, CRM, and compliance rules and regulations• Operate general office equipment (fax machine, copier, scanner, etc.)• Create processes to aide in advisor and client organization• Maintaining client files and filing• Other duties as required.
Required Skills & Experience• High School Diploma required; higher education preferred• Exceptional oral & written communication skills• Excellent follow-up and follow-through capabilities• Working knowledge of computer software skills• Excellent customer service• Personable, approachable with a positive attitude• Organized, detail-oriented and able to multitask.• Able to exercise good judgement by recognizing urgency & setting priorities.
Email your current resume to: firstname.lastname@example.org
This employment position will require background checks given the independent association with Waddell & Reed, Inc. due to regulatory requirements. However, this position is not offered through or by Waddell & Reed, Inc. Instead, this opportunity is offered solely by the independent financial advisors of Lifegoals Strategies Group in connection with their independent practice. The independent financial advisors of Lifegoals Strategies Group are not employed by, nor authorized to engage or employ any individual on behalf of, Waddell & Reed, Inc. All employment obligations are the sole obligation of the independent financial advisors of Lifegoals Strategies Group. 03/20