Financial Advisor Assistant

Frost • San Antonio, TX

3d • Onsite

About The Position

The Financial Advisor Assistant role is designed for an organized individual who enjoys working both independently and with a team. This position supports financial advisors and other employees by handling various tasks to ensure efficient and positive interactions between the organization and its clients. The role involves cross-functional collaboration with other departments, building relationships across the organization, prioritizing projects, problem-solving, and paying close attention to detail. The core of this role is building trust through integrity, caring, and excellence in every interaction.

Requirements

• Demonstrated customer service skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Nice To Haves

• Active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days

Responsibilities

• Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication.
• Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases.
• Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience.
• Participate in the daily workflow of account administration to ensure that schedules are met and all questions are answered.
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed