Description We are looking for a detail-oriented Financial Advisor Assistant to join our team in Farmington Hills, Michigan. In this role, you will support financial advisors by handling administrative tasks, assisting with investment account processing, and maintaining compliance standards. The ideal candidate will have a solid understanding of retirement accounts and investment products, coupled with excellent communication and organizational skills.
Responsibilities:
Assist in processing mutual fund transactions and oversee trade execution to ensure accuracy.
Manage applications and exchanges for variable annuities while maintaining compliance.
Handle account transfers, rollovers, funding, and account updates with precision and timeliness.
Collaborate with clients to address account servicing needs and maintain regular communication.
Prepare necessary documentation for financial advisors and ensure its accuracy.
Schedule and organize client meetings, including annual reviews, and follow up on post-meeting tasks.
Manage beneficiary changes, account adjustments, and maintain both physical and digital records.
Utilize tools such as DocuSign, Microsoft 365, and Google Drive to streamline administrative workflows.
Ensure adherence to compliance regulations in all client-related activities and processes.
Support the advisor in maintaining accurate records and documentation for all client accounts. Requirements - Minimum of 3 years of experience working in a financial advisor's office.
Comprehensive knowledge of retirement accounts and investment structures, including IRAs, 401(k)s, and 529 plans.
Strong client service skills with the ability to communicate effectively and professionally.
Exceptional organizational and multitasking abilities to manage multiple responsibilities efficiently.
Proficiency in using technology platforms such as Microsoft 365, DocuSign, and Google Drive.
Basic math skills and attention to detail for accurate processing of financial transactions.
Ability to work independently while managing time effectively in a fast-paced environment.
Series 6 or Series 63 license preferred but not mandatory.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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