Financial Advisor Assistant

Advisory Resource Group, LLC•Sacramento, CA

8d•$50,000 - $70,000•Onsite

About The Position

We are seeking a motivated and detail-oriented Financial Advisor Assistant to join our team in Sacramento. This is a full-time, in-office role that plays a vital part in supporting the day-to-day operations of our financial services practice. The ideal candidate will have strong organizational skills, a proactive mindset, and excellent communication abilities.

Requirements

Prior experience in a financial services or professional office environment preferred
Strong organizational and time management skills
Excellent written and verbal communication skills
Proficiency with Microsoft Office Suite and CRM systems (experience with Redtail, Salesforce, or similar platforms is a plus)
Ability to maintain confidentiality and professionalism
High attention to detail and accuracy

Responsibilities

Maintain and update client records in the CRM system
Prepare paperwork for new and existing client accounts
Process business transactions accurately and in a timely manner
Maintain and update monthly logs and internal tracking systems
Schedule client meetings and manage the advisor’s calendar
Serve as the primary point of contact for client communications via phone, email, and in person
Answer incoming calls and route messages appropriately
Assist with general administrative duties and office support tasks as needed
Ensure compliance with internal procedures and industry regulations