Financial Advisor Assistant

Financial Advisor Assistant needed.

Leading Santa Barbera Wealth Management Firm seeks Financial Advisor Assistant to assist experienced and successful Financial Advisors with client support and back-office management.

The Financial Advisor Assistant will be responsible for providing administrative and operational support to financial advisors in a fast-paced financial planning office.

Must be a self-starter with strong attention to detail, be highly organized, possess excellent written and verbal communication skills, and have the ability to prioritize and multi-task.  The role works closely with the CEO.

Duties include:

-Assisting Financial Advisors with the administration aspects of client account management.

-Managing back-office support and the service side of the business.

-Document management, administration and organization.

-Manage email and mail correspondence to and from clients.

-Interact with clients via telephone and email.

-Monitor client files and documents to ensure proper compliance.

-Prepare and provide paperwork for client meetings.

Salary based on experience and ability.  Both licensed and unlicensed are encouraged to apply.  In office and full-time preferred (virtual and/or hybrid structure, and/or part time will be considered for the right candidate, if needed).

Thank you for your application and we look forward to meeting with you.

As a multifaceted group, we serve our clients with a single full-service group of companies that they can turn to for all of their financial needs.  We are independent and family owned with the ability to guide our clientele in every area of their financial life.

Our group works closely with our clients to effectively manage the many areas of wealth: Investments, Retirement Planning, Tax Planning, Estate Planning, Insurance, and Real Estate.

We have offices in Santa Barbara and Westlake Village, California.