Financial Advisor​/Wealth Management Personal Assistant

Financial Advisor / Wealth Management Personal Assistant

Varney Financial Services is seeking a professional, detail-oriented personal assistant to support our advisory team with high-level administrative, operational, and client-service responsibilities. This role ensures smooth daily operations, enhances the client experience, and allows advisors to focus on planning, portfolio management, and business development.

• Serve as a primary point of contact for clients with timely, professional communication.
• Schedule client meetings, prepare agendas, and manage follow-up tasks.
• Assist clients with onboarding, account paperwork, and service requests.
• Coordinate with custodians, broker‑dealers, and third‑party vendors as needed.

• Manage advisor calendars, appointments, and travel arrangements.
• Maintain accurate client records, files, and CRM data.
• Prepare client correspondence, reports, and presentations.
• Track workflows, deadlines, and compliance‑related tasks.

• Assist with preparing financial plans, investment proposals, and review materials.
• Gather and organize client financial information (assets, liabilities, income, expenses).
• Support account maintenance, transfers, distributions, and required documentation.

• Ensure all documentation meets regulatory, firm, and compliance standards.
• Handle sensitive client information with discretion and professionalism.

• Collaborative, supportive, growth‑oriented environment.
• Hands‑on exposure to financial planning, investments, and client strategies.
• Opportunities for professional development and advancement within wealth management.

Qualifications

• Associate or Bachelor’s degree preferred (finance, business, or related field).
• 2+ years of experience in financial services, wealth management, or administrative support preferred.
• Strong organizational skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); CRM experience a plus.
• Ability to manage multiple priorities in a fast‑paced environment.

• Client‑first mindset with a polished, professional demeanor.
• Strong problem‑solving and time‑management skills.
• High level of reliability, integrity, and discretion.
• Interest in financial planning, investments, and wealth management.
• Series licenses a plus (or willingness to obtain).