Financial Advisor & Service Coordinator
Pay: ~$50,000.00 per year
Job Type: Full-Time
Hours: Monday–Friday, 7:30 a.m.–4:30 p.m. or 8:00 a.m.–5:00 p.m. About the company:
Our client is a boutique, full-service broker-dealer and registered investment advisor with a strong focus on community financial institutions and advisor support. They position themselves as a partner rather than just a product provider, emphasizing service, strategy, growth of non-interest income, and advisor coaching. About the Role
Come work for a growing financial services company with opportunities for advancement.
- Our client is seeking a Financial Advisor Service Coordinator who will be responsible for assisting a group of financial advisors with a multitude of tasks.
- Our client prides themselves in offering outstanding service to our network of financial advisors, and we need a team player who can help us uphold the high standards that we set for our home office team.
- If you enjoy helping people accomplish great things while working in an exciting, fast-paced environment, this career could be the right fit for you.
- The Service Coordinator plays a key role in ensuring smooth operational workflows by managing, processing, and analyzing data to support client service and financial advising activities.
- This position combines administrative expertise with a strong focus on data accuracy, digital tools, and process optimization.
- Working closely with advisors, clients, and internal teams, this role ensures information is organized, and service requests are handled with efficiency and professionalism.
- Process, validate, and maintain client and account data across multiple systems to ensure accuracy and compliance.
- Prepare and analyze operational, client, and financial data using Microsoft Excel, CRM platforms, and analytics tools; create clear, data-driven reports for advisors and management.
- Support advisors by proactively resolving operational issues, leveraging data insights to recommend solutions and improvements.
- Coordinate and track service requests, ensuring timely resolution and effective communication with clients and internal teams.
- Collaborate with internal teams to improve data workflows, enhance reporting capabilities, and maintain operational efficiencies.
- Develop and maintain dashboards, visual reports, and presentations for internal and client use.
- Manage electronic documents, ensuring proper version control, secure storage, and accessibility.
- Utilize CRM and portfolio management tools (e.g., Morningstar, Wealthscape) to streamline processes and deliver accurate information.
- Conduct periodic data audits to identify inconsistencies, recommend corrective actions, and improve data integrity.
- Assist in training team members and advisors on systems, workflow tools, and best practices for information management.
- Serve as a liaison between departments, integrating feedback and insights to enhance service delivery.
- Participate in special projects to drive decision-making and process improvement.
- Strong data processing, analysis, and reporting skills.
- Proficiency in Microsoft Office (Excel advanced functions, Word, PowerPoint) and CRM systems.
- Experience with financial data platforms and reporting tools.
- Exceptional organizational skills.
- Strong problem-solving abilities, analytical thinking, and attention to detail.
- Excellent written and verbal communication skills.
- Ability to maintain confidentiality and handle sensitive information responsibly.
- Flexibility to adapt to evolving processes, tools, and technology
- Full-time position offering comprehensive benefits, including 401(k) matching, health/dental/vision insurance, HSA, life insurance, paid time off, professional development assistance, and retirement plan.
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