Advisor

• 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 promptly
• 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

Advisor jobs in New Jersey

Advisor Assistant