Financial Advisor Assistant

**Financial Advisor Assistant** **Location**: Dunwoody, GA **Job Typ**e: Full\-Time, permanent **Salary:** up to $60,000, depending on experience **Hybrid:** After training \~ 2 days remote, 3 days in the office We are seeking a highly organized, detail\-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high\-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client\-facing responsibilities in a fast\-paced environment. **Compensation \& Benefits** * Competitive salary based on experience * Bonus opportunities * Health benefits and retirement plan options * Paid time off and holidays * Opportunities for professional growth and licensing support **Compensation:** $60,000 yearly **Responsibilities:****Client Service Relationship Support** * Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.) * Prepare and process new account paperwork and ensure accuracy/compliance * Coordinate client meetings, including scheduling, confirmations, and follow\-up * Assist in onboarding new clients and maintaining client records * Handle client inquiries with professionalism and responsiveness **Advisor Operational Support** * Prepare materials for client meetings (reports, presentations, financial plans) * Maintain CRM system with accurate and up\-to\-date client information * Track and manage workflow for ongoing client tasks and deadlines * Assist with compliance\-related documentation and recordkeeping * Support marketing efforts such as client communications, event coordination, and outreach **Administrative Duties** * Manage calendars, emails, and general office coordination * Organize digital files * Liaise with custodians, insurance companies, and other partners * Ensure smooth day\-to\-day office operations **Qualifications:*** 2\+ years of administrative or client service experience (financial services preferred) * Strong organizational skills and attention to detail * Excellent written and verbal communication skills * Proficiency in Microsoft Office (Word, Excel, Outlook) * Ability to manage multiple priorities and meet deadlines **Preferred:** * Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox) * Familiarity with financial products (investments, insurance, retirement plans) * Securities licenses (Series 6, 7, or 65/66\) or willingness to obtain * Experience with financial planning software **Key Attributes** * High level of professionalism and confidentiality * Strong problem\-solving mindset * Self\-starter with the ability to anticipate needs * Team\-oriented with a client\-first attitude **About Company** **Why Financial Advisors Choose The Piedmont Group** **We Offer Our Advisors:** * Medical, Dental, Life, and disability insurance, and