Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $55,000.00 - $60,000.00
Benefits
dynamic work environment
opportunities for professional development
Collaborative team culture
Competitive salary and performance incentives
Comprehensive health insurance
Retirement Savings Plans
Paid Time off and Holidays
Job Description
Dynamic Advisor Solutions is a leading financial services firm committed to delivering exceptional support and solutions to Financial Advisors across the industry. With a strong reputation for innovation and personalized service, the company provides comprehensive back-office support that enhances the operational efficiency and client interactions of its advisors. Dynamic Advisor Solutions prides itself on fostering an inclusive and collaborative work environment, encouraging continuous growth and development for all employees. As a company dedicated to excellence and client satisfaction, Dynamic Advisor Solutions has positioned itself as a trusted partner for financial professionals seeking to optimize their practice and deliver outstanding service... Show More
Job Requirements
- 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
Job 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
Job Duties
- 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
- manage and organize administrative tasks to enhance the efficiency of Advisor operations
- handle scheduling document preparation and other administrative functions as required
- facilitate communication between Advisors and internal departments ensuring a cohesive and collaborative working environment
- assist in the onboarding process for new Advisors providing guidance on internal systems and procedures
- provide technical support and assistance with proprietary systems and tools utilized by Financial Advisors
- collaborate with the Events team to coordinate and support various events meetings and conferences involving Financial Advisors
- assist in the training and development of Advisors ensuring they are proficient in utilizing resources for maximum efficiency
- maintain accurate and up-to-date records for Advisors ensuring compliance with company policies and industry regulations
Job Location
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