Administrative Assistant - Rottschafer Wealth Solutions

Kestra Financial Independent Advisor•Peachtree City, GA

About The Position

We are a client-focused financial planning firm dedicated to delivering personalized advice and high-quality service. We are seeking a detail-oriented Administrative Assistant who is experienced in financial services operations and enjoys working in a fast-paced, client-driven environment.

Requirements

Proficiency with Wealthscape through National Financial Services (NFS)
Experience using Redtail CRM for scheduling and client management
Strong organizational skills and attention to detail
Excellent communication and client service skills
Ability to multitask and prioritize in a fast-paced environment
Must be willing to be fingerprinted and pass a background check

Nice To Haves

Prior experience in a financial advisory or wealth management firm
Familiarity with account opening, transfers, and servicing workflows
Understanding of brokerage or advisory operations

Responsibilities

Handle inbound and outbound client calls in a professional and timely manner
Manage advisor calendars and client scheduling using Redtail CRM
Utilize Wealthscape through NFS to support account servicing and operations
Open and maintain client accounts, ensuring accuracy and completeness
Work directly with custodians and product companies to process and service accounts
Assist with client onboarding and documentation
Maintain organized and compliant client records