Job Description

Job Description

Job Description

Position Overview: As a Concierge, Advisor Support team member at Dynamic Advisor Solutions, you will play a pivotal role in providing comprehensive back-office support to our esteemed Financial Advisors. This position combines administrative proficiency with exceptional customer service skills, ensuring smooth operations and a seamless experience for our clients.

Key Responsibilities:

1. Client Interaction:

• Serve as the primary point of contact for Financial Advisors, offering prompt and professional assistance.
• Respond to inquiries, resolve issues, and address requests from Advisors in a timely and effective manner.

1. Administrative Support:

• Manage and organize administrative tasks to enhance the efficiency of Advisor operations.
• Handle scheduling, document preparation, and other administrative functions as required.

1. Communication Liaison:

• Facilitate communication between Advisors and internal departments, ensuring a cohesive and collaborative working environment.

1. Onboarding Assistance:

• Assist in the onboarding process for new Advisors, providing guidance on internal systems and procedures.

1. Technical Support:

• Provide technical support and assistance with our proprietary systems and tools utilized by Financial Advisors.

1. Event Coordination:

• Collaborate with the Events team to coordinate and support various events, meetings, and conferences involving Financial Advisors.

1. Training and Development:

• Assist in the training and development of Advisors, ensuring they are proficient in utilizing our resources for maximum efficiency.

1. Data Management:

• Maintain accurate and up-to-date records for Advisors, ensuring compliance with company policies and industry regulations.

Qualifications:

• 5+ years of proven experience in a similar support role within the financial services industry.
• Experience working with Schwab, TD Ameritrade, Fidelity, Raymond James, Merrill Lynch, Edward Jones, Vanguard, JP Morgan Chase, Wells Fargo, or Pershing is a plus
• Strong organizational and multitasking skills.
• Excellent communication skills, both written and verbal.
• Proficiency in using various office software and tools.
• Ability to work independently and collaboratively in a team environment.
• Attention to detail and commitment to delivering high-quality service.

Education and Experience:

• Bachelor's degree in Business Administration, Finance, or a related field (preferred).
• Previous experience in a similar role within a financial services or advisory firm.

Dynamic is an equal-opportunity employer. We encourage candidates from all backgrounds to apply.

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