Financial Advisor Assistant​/Operations Associate

Financial Advisor Assistant / Operations Associate

We are seeking a highly organized, detail-oriented, full-time Financial Advisor Assistant / Operations Associate to support a well-established financial advisory practice. This role is critical to delivering exceptional client service, ensuring smooth daily operations, and supporting the advisor in both administrative and client-facing activities. The ideal candidate is proactive, dependable, discreet, and comfortable working in a fast‑paced, client‑focused financial environment.

• Serve as a primary point of contact for client service requests
• Prepare and process account paperwork (new accounts, transfers, beneficiary updates, etc.)
• Assist with client onboarding and ensure documentation completeness
• Coordinate client meetings (schedule, prepare materials, follow‑up)
• Maintain accurate client records in CRM and custodial platforms
• Handle client inquiries with professionalism and confidentiality

• Manage account maintenance and service requests
• Track and follow up on pending transactions and paperwork
• Monitor cash movements and assist with operational workflows
• Prepare reports and summaries for client meetings
• Support compliance requirements and documentation standards
• Maintain organized digital and physical filing systems

• Help coordinate marketing communications and client events
• Manage calendar and scheduling for the advisor

• Experience with CRM systems (e.g., Redtail, Salesforce) preferred
• Strong proficiency in Microsoft Office (Excel, Word, Outlook)
• Exceptional organizational and multitasking skills
• Strong written and verbal communication skills
• High level of discretion and professionalism
• Detail‑oriented with strong follow‑through

• Knowledge of retirement accounts, investments, and financial planning concepts

• Proactive and solution‑oriented
• Calm under pressure
• Client‑first mindset
• Strong sense of ownership and accountability
• Ability to work independently and as part of a team

• Competitive salary based on experience

Please email resume to Michele Roosendaal – michel