Financial Advisor Assistant

Feucht Financial Group LLC is hiring a Financial Advisor Assistant to provide administrative and client service support in Fond du Lac, WI on-site.

Responsibilities

• Provide executive-level administrative support to Financial Advisors
• Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients
• Handle incoming telephone, voicemail, email, and in-person requests with professionalism and courtesy
• Prepare, organize, coordinate, and maintain client paperwork
• Complete client paperwork in person and via Equipt, and communicate account status updates to clients
• Process client withdrawal, wire, and check requests, ensuring required comments are documented appropriately
• Research and resolve client service problems as needed
• Maintain client and related information in company software, including accurate and timely processing of investment updates and report requests
• Type and design general written and electronic correspondence
• Maintain extensive Redtail records with strong attention to detail
• Use financial platforms and Microsoft Office Suite to support day-to-day operations
• Perform other duties and project support as directed by the Financial Advisor

Requirements

• Extensive experience as an investment assistant in a wealth management service office is required
• Licensed administrative assistant status is required
• Experience with Osaic and Persing is desired
• At least 10 years of administrative assistant experience
• At least 10 years of experience as an Investment Advisor Assistant
• At least 10 years of working in the financial services industry
• Able to work an in-office schedule of 8AM to 5PM, Monday through Friday
• Registered investment advisor assistant status required

Technology

• Osaic
• Persing
• Equipt
• Envestnet
• Emoney
• Redtail
• Microsoft Office Suite

Benefits

• Flexible schedule
• Paid time off
• Retirement plan

Job type: Full-time

Work location: In person (Fond du Lac, WI)

Pay: From $28.00 per hour

Expected hours: 40.0 per week

Application Questions

• Do you have at least 10 years of administrative assistant experience?
• Do you have at least 10 years of experience as an Investment Advisor Assistant?
• Do you have at least 10 years of working in the financial services industry?
• Are you able to work an in-office work schedule 8AM-5PM Monday through Friday?
• Are you a registered investment advisor assistant?