Financial Advisor Office Assistant

We're Hiring: Financial Advisor Assistant Location: Chesapeake, VA Job Type: Part-Time with the potential to move to Full Time Salary: Competitive, based on experience Are you detail-oriented, organized, and passionate about helping people reach their financial goals? Join our dynamic team as a Financial Advisor Assistant and support the success of our clients and advisors alike. About the Role: As a Financial Advisor Assistant, you will play a key role in supporting our financial advisors with client communications, scheduling, documentation, and account maintenance. This is a great opportunity for someone looking to grow in the financial services industry and gain hands-on experience in a fast-paced, professional environment. Responsibilities: • Provide administrative support to financial advisors, including managing calendars and preparing client reports • Maintain accurate client records and assist in account opening and maintenance • Respond to client inquiries with professionalism and accuracy • Help coordinate client events and engagement initiatives • Stay current with financial products and compliance standards Qualifications: • Associate's or Bachelor’s degree in Finance, Business, or related field (preferred) • Previous administrative or financial services experience is a plus • Excellent communication and interpersonal skills • Strong attention to detail and organizational abilities • Proficiency with Microsoft Office Suite and CRM software • Ability to handle confidential information with integrity • Proficient with Mac OS systems