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Advising Assistant Jobs (NOW HIRING)

Moylan Kropp

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Financial Advisor Assistant

Omaha, NE · On-site

$50K - $100K/yr

Financial Advisor Assistant Moylan Kropp is a comprehensive financial planning firm dedicated to tailoring recommendations for each individual client. We work with a team of Certified Financial ...

Quirk Ford

Service Advisor Assistant

Quincy, MA · On-site

The responsibilities of a Service Advisor Assistant include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance ...

Quirk Ford

Service Advisor Assistant

Quincy, MA

The responsibilities of a Service Advisor Assistant include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance ...

Quirk Ford

Service Advisor Assistant

Quincy, MA · On-site

The responsibilities of a Service Advisor Assistant include greeting customers, listening to their needs, and scheduling appointments as needed. They may also set up loaner cars and verify insurance ...

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Advising Assistant information

What are some common challenges Advising Assistants face when supporting students, and how can they be addressed?

Advising Assistants often encounter challenges such as managing high volumes of student inquiries, addressing diverse needs, and navigating complex academic policies. To address these, strong organizational skills, effective communication, and familiarity with institutional resources are essential. Collaborating closely with academic advisors and utilizing student information systems can help streamline support and ensure students receive timely, accurate guidance. Building rapport with students and staying up-to-date with university procedures also enhances the support provided.

What are the key skills and qualifications needed to thrive as an Advising Assistant, and why are they important?

To thrive as an Advising Assistant, you need strong organizational skills, attention to detail, and a background in administrative support, often with a relevant associate's degree or equivalent experience. Familiarity with student information systems (such as Banner or PeopleSoft), scheduling software, and office productivity tools is typically required. Excellent interpersonal communication, problem-solving abilities, and a service-oriented mindset help you build rapport with students and colleagues. These skills ensure efficient support for academic advisors and students, contributing to effective advising processes and student success.

What is the difference between Advising Assistant vs Academic Advisor?

AspectAdvising AssistantAcademic Advisor
Required CredentialsHigh school diploma or associate degree; some roles may require relevant experienceBachelor’s degree often in education, counseling, or related field; certifications may be preferred
Work EnvironmentEducational institutions, student support offices, administrative settingsColleges, universities, academic departments, student services
Employer & Industry UsageUsed in educational settings to support advising teamsPrimary role in guiding students academically and career-wise
Common Search & Comparison IntentUnderstanding entry-level advising support rolesProviding academic guidance and planning for students

Advising Assistants typically support academic advisors by handling administrative tasks and initial student inquiries. Academic Advisors have a more direct role in guiding students through course selection, degree planning, and academic progress. While both roles work within educational institutions, Academic Advisors usually require higher education credentials and have more responsibility in student success.

What are Advising Assistants?

Advising Assistants are support professionals who help students navigate academic requirements, course selection, and university policies. They often serve as the first point of contact in advising offices, providing information, scheduling appointments, and referring students to academic advisors or campus resources. Their role is essential in guiding students through administrative processes and helping them access the academic support they need to succeed.
What cities are hiring for Advising Assistant jobs? Cities with the most Advising Assistant job openings:
What states have the most Advising Assistant jobs? States with the most job openings for Advising Assistant jobs include:
Advising Assistant jobs near you

Financial Advisor Assistant

FAMILY FINANCIAL ADVISORS INC

Fruitland Park, FL • On-site

$45K - $55K/yr

Full-time

Posted 17 days ago

Job description

Job Summary
We are seeking a Financial Advisor Assistant (Servicing Advisor) to join our team. In this role, you will field inbound calls, generate analyses, prepare annual review fee billing, and update financial plans for client meetings. Prepare, process, and review new account paperwork, money transfers, and other service requests via paper or DocuSign software. Update financial data, generate performance reports, and manage Client Relationship Management (CRM) tools like Advisors Assistant, Salesforce, or Redtail. Be proficient in Microsoft Office software especially Excel and Word. Strong analytical skills with an industry license (Series 6) with a minimum of one to three years of industry experience assisting a Financial Advisor is mandatory. Must dress and act professionally with strong communication skills. 

Responsibilities
  •  Client Relationship Management: Act as the primary point of contact for routine client inquiries, initiate account withdrawals, update account beneficiaries, change bank ACH deposit instructions, and handle other day-to-day service requests. 
  • Track Trade Execution & Account Maintenance: Track and confirm account rebalancing, trades, transfer of funds, and updates as directed by the senior advisor.
  • New Account Openings & Depositing Funds To Existing Accounts: Assisting senior advisor with drafting account establishment paperwork and / or DocuSign document preparation while complying with a myriad of compliance rules.
  • Updating Financial Plans For Annual Review Or Initial Preparation: Analyze client data, run financial planning software (like eMoney or Retire-Up), and assist the creation of comprehensive financial, tax, beneficiary, and cash flow analyses.
  • Meeting Preparation & Follow-up: Prepare analyses accommodating client meeting agendas and draft post-meeting summaries and action items.
  • Compliance & Documentation: Ensure all client interactions, trade tickets, and financial files meet industry compliance and regulatory standards.
  • Compliance & Research: Ensure all documentation aligns with regulatory standards (e.g., SEC/FINRA) and assist the advisor with basic financial analysis and investment research to maintain the firm's investment shelf.
  • Embrace a willingness to learn and grow as a professional through continuing education, online seminars, and other training opportunities.
Qualifications
  • Bachelor’s degree in finance, accounting, or a related field preferred
  • Previous experience assisting a Financial Advisor 
  • Current certificate of qualifications preferred but not mandatory
  • Ability to explain complex financial information in simple terms
  • Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software