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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and communication skills while providing comprehensive administrative support to Financial Advisors. Proficient in Microsoft Office applications and capable of managing client communications and documentation with a focus on confidentiality and professionalism.
Highest-signal resume keywords
Microsoft Office ProficiencyClient Communication ManagementOrganizational SkillsCustomer Service ExperienceData Entry
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryReport PreparationAccount ManagementMulti-Calendar SchedulingClient Documentation Processing
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationSelf-MotivatedProfessionalismTime Management
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointMicrosoft SharePoint
Industry Keywords
Administrative SupportConfidentiality StandardsCustomer ServiceSales LeadsRemote Work
About the role
Key responsibilities & impact- Provide comprehensive administrative support to one or more Financial Advisors
- Review client account information and prepare reports
- Assist with account-related administrative activities
- Coordinate appointments and manage complex, multi-calendar scheduling
- Prepare, process, and track client documentation, forms, and correspondence
- Manage client communications
- Respond to high-volume inquiries and resolve issues professionally and timely
- Maintain accurate records and uphold strict confidentiality standards
- Call and answer telephone calls and assist customers
- Follow up on sales leads
- Perform data entry when orders are completed or changed
- Direct clients and sales leads to appropriate team members
Requirements
What you’ll need- Self-motivated and capable of working independently in a fully remote environment while meeting performance expectations and deadlines
- Proficiency in Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and SharePoint
- Strong written and verbal communication skills
- Demonstrated professionalism, discretion, and commitment to maintaining confidentiality
- Excellent organizational skills with the ability to prioritize tasks and manage time effectively
- Ability to adapt and thrive in a structured, fast-paced, team-oriented environment
- Strong technical aptitude with the ability to navigate multiple applications, systems, and screens simultaneously
- Prior customer service experience with a focus on delivering exceptional support and service
- High school diploma or equivalent required
- Ability to work 20 hours per week
Benefits
Comp & perks- Medical, dental, and vision insurance plans
- Mental health support and wellness initiatives
- 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay to the 401(k) Plan
- Immediate vesting of Company retirement contributions
- Employee Assistance Program with confidential counseling services and resources
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 Paid Time Off (PTO) days for eligible employees
- Fully remote work arrangement