Advisor Support Associate
On-siteBirmingham, Alabama, United States
Job Summary
Review documents from outside offices to ensure accurate data processing for Home Office Operations. Deliver daily compliance and operations notifications to financial advisors for advisement. Answer client questions, conduct research, and provide excellent customer service via phone and email. Assist in training and development of other administrators while delivering policy and procedural training to assigned advisors. Act as the liaison between branch operations, home office operations, retail administration, and production areas. This role supports independent branch offices and regional managers in a dynamic financial services environment.
Required Qualifications
- Must be authorized to work in the US for any employer
- Associate's or Bachelor's degree is preferred; or equivalent combination of education and work experience
- Experience in the financial services industry a plus
- Strong written and oral communication skills
- Strong interpersonal skills to communicate with other departments, court/regulatory personnel, clients, etc
- Excellent organizational and time management skills
- Ability to adhere to strict timelines
- Intermediate to advanced computer skills including Microsoft Office
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