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 of 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
Industries
Financial Services
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