Concierge, Advisor Support

Priority Financial Group

Concierge, Advisor Support

Phoenix, AZ
Full Time
Paid
  • Responsibilities

    Position Overview: As a Concierge, Advisor Support team member at Dynamic Advisor Solutions, you will play a pivotal role in providing comprehensive back-office support to our esteemed Financial Advisors. This position combines administrative proficiency with exceptional customer service skills, ensuring smooth operations and a seamless experience for our clients.

    Key Responsibilities:

    1. Client Interaction:
    • 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.
    1. Administrative Support:
    • Manage and organize administrative tasks to enhance the efficiency of Advisor operations.
    • Handle scheduling, document preparation, and other administrative functions as required.
    1. Communication Liaison:
    • Facilitate communication between Advisors and internal departments, ensuring a cohesive and collaborative working environment.
    1. Onboarding Assistance:
    • Assist in the onboarding process for new Advisors, providing guidance on internal systems and procedures.
    1. Technical Support:
    • Provide technical support and assistance with our proprietary systems and tools utilized by Financial Advisors.
    1. Event Coordination:
    • Collaborate with the Events team to coordinate and support various events, meetings, and conferences involving Financial Advisors.
    1. Training and Development:
    • Assist in the training and development of Advisors, ensuring they are proficient in utilizing our resources for maximum efficiency.
    1. Data Management:
    • Maintain accurate and up-to-date records for Advisors, ensuring compliance with company policies and industry regulations.

    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.

    Education and Experience:

    • 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.

    Dynamic is an equal-opportunity employer. We encourage candidates from all backgrounds to apply.