Administrative Support

BVI Retirement is seeking an admin/support for 25 hours a week with the intention to grow into a full-time position. The candidate will support the financial advisor in servicing existing clients. The candidate must be extremely thorough, possess excellent communication skills, and have some background in customer service. The ideal candidate will possess solid financial planning skills.

Send us your resume today to become part of the team!

• Must pass a background check
• Not a remote position

• Oversee and manage the client onboarding process
• Assist the advisor with client meetings
• Help service client requests
• Generate monthly and weekly reports
• Open new accounts along with various operational and compliance transactions
• Maintain and organize files

• Good problem-solving skills
• Must be comfortable speaking with clients in person and over the phone
• Personable, responsive, respectful, and engaging
• Strong communication skills- must be able to write for multiple platforms like email, reports, and business letters
• Shows great interpersonal skills and excellent written communication
• Prior experience in office management or our industry is a plus
• Associate's degree preferred but not required to apply
• History of being deadline-driven and extremely organized
• Proficient in basic computer software and can quickly learn to use new programs

$25 - $30 hourly

BVI Retirement, Vickie Intriago, has been a financial planner for over 22 years with a solo financial advisory practice in the South Bay. She is committed to serving her clients by providing personalized and caring attention for all their financial needs. We are particularly adept at servicing the needs of retirees, widows, and professional women.