Job Overview:

We are seeking a Financial Professional to join our team in Suwanee, Georgia. As an Advisor Assist, you will play a crucial role in supporting our financial advisors in providing exceptional service to our clients.

Job Details:

The Advisor Assist position involves assisting financial advisors in various administrative tasks, client communication, and data management to ensure smooth operations.

Responsibilities:

• Support financial advisors in client meetings and presentations.
• Assist in preparing financial reports and documents.
• Handle client inquiries and provide excellent customer service.
• Manage client database and update information accurately.
• Coordinate scheduling and appointments for advisors.

Requirements:

• Strong communication and interpersonal skills.
• Attention to detail and organizational abilities.
• Proficiency in Microsoft Office applications.
• Previous experience in a financial or administrative role is a plus.

Benefits:

• Competitive salary and performance-based bonuses.
• Professional development opportunities and training.
• Health insurance and retirement benefits.

Other Details:

This position offers a dynamic work environment in the financial industry in Suwanee, Georgia. Join our team and grow your career while making a meaningful impact on our clients' financial success.

We look forward to receiving your application and welcoming you to our team in Suwanee, Georgia.