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Finance Advisor Assistant Jobs in Ridgeland, SC (NOW HIRING)

Thomas & Hutton

Construction Administrator

Savannah, GA · On-site

... approvals. * Assist in the preparation of project progress reports and financial documentation ... advisors to our clients. Visit www.thomasandhutton.com to learn more. Some of our many benefits ...

Thomas & Hutton

Construction Administrator

Savannah, GA · On-site

... approvals. * Assist in the preparation of project progress reports and financial documentation ... advisors to our clients. Visit www.thomasandhutton.com to learn more. Some of our many benefits ...

Tractor Supply Company

Team Lead, Petsense

Rincon, GA · On-site

Advise products or services * Make it Memorable * This position is required to perform a ... Perform janitorial duties * Assist customers with loading purchases * Ensure the safety and well ...

Tractor Supply Company

Team Lead, Petsense

Rincon, GA · On-site

Advise products or services * Make it Memorable * This position is required to perform a ... Perform janitorial duties * Assist customers with loading purchases * Ensure the safety and well ...

HP Products

Counter Sales Associate

Bluffton, SC · On-site

$15 - $18.75/hr

This role is more than assisting with transactions-it's about being a trusted advisor to our ... * Assist with inventory management, cycle counts, and stock organization. * Adhere to all safety ...

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All JobsFinance Advisor JobsFinance Advisor Assistant JobsFinance Advisor Assistant Jobs in Ridgeland, SC

Finance Advisor Assistant information

See Ridgeland, SC salary details

$24.8K

$47.2K

$79.2K

How much do finance advisor assistant jobs pay per year?

As of Aug 22, 2026, the average yearly pay for finance advisor assistant in Ridgeland, SC is $47,235.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,700.00 and $54,900.00 per year, depending on experience, location, and employer.

What is a finance advisor assistant?

Finance Advisor Assistants are professionals who support financial advisors in managing client accounts, preparing reports, and handling administrative tasks. They help with scheduling meetings, maintaining client records, and researching investment options under the direction of a licensed financial advisor. Their role is crucial in ensuring smooth operations within financial advisory firms and enhancing the client experience. While they do not typically provide financial advice directly, they play an important role in client communications and service.

What does a finance advisor assistant do?

As a financial advisor assistant, you help a financial advisor support clients, especially when it comes to personal interactions with that client. You may help evaluate a potential investment, create daily schedules, provide customer service when clients have questions, and perform any other tasks required by the primary financial advisor. Assistants often schedule meetings, process emails and phone calls, create reports, prepare paperwork, clean the office, ensure compliance with applicable regulations, and generally see to the minutiae inherent to running a complex business. Some financial advisor assistants specialize in specific areas, such as money markets, insurance interests, or international investments.

What are the typical responsibilities of a finance advisor assistant?

A Finance Advisor Assistant typically supports financial advisors by preparing client reports, scheduling meetings, managing client communications, and organizing documentation for compliance. They play a critical role in ensuring that the advisory team runs efficiently, allowing advisors to focus more on client strategy and relationship-building. Assistants also help with follow-up tasks, data entry, and sometimes basic research, making them essential collaborators in delivering high-quality client service and maintaining smooth office operations.

What are the key skills and qualifications needed to thrive as a finance advisor assistant?

To thrive as a Finance Advisor Assistant, you need a solid understanding of financial concepts, attention to detail, and often a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Excel are typically required, and certifications like FINRA Series 6 or 7 can be advantageous. Strong organizational skills, professionalism, and effective communication are essential soft skills for client interactions and supporting advisors. These abilities ensure accurate data handling, efficient client service, and smooth operations within financial advisory teams.
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Cities near Ridgeland, SC with the most Finance Advisor Assistant job openings:

Finance Advisor Assistant jobs near you

Home Health Team Coordinator Full Time

Aveanna Healthcare

Hardeeville, SC • On-site

$15 - $20/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Aveanna Healthcare rating

6.7

Company rating: 6.7 out of 10

Based on 202 frontline employees who took The Breakroom Quiz

63rd of 242 rated social care providers

Job description

Position Overview:

The Home Health Scheduler Full Time is responsible for providing a high level of customer service to our patients and their caregivers from intake to discharge for our Home Health office.

Essential Job Functions may include:

  • Contacts patients to: advise them of the order placed on their behalf and to confirm all patient demographic information; to communicate any financial responsibilities and/or additional information necessary for processing the order received
  • Scheduling Discipline visits and collaborating with staff providing patient care
  • Communicating with community Healthcare providers to assist in patient care
  • Demonstrates professional etiquette and courtesy when interfacing with customers
  • Complies with and adheres to all regulatory compliance areas, policies and procedures

Why Join Our Team?

  • Our clinical team is a family of clinicians who work together to meet the needs of each patient
  • Nationwide career opportunities where our leaders encourage advancements
  • Our clinicians enjoy the flexibility of getting to build rapport with patients to produce the best clinical outcomes
  • We know that our clinicians make or break the organization’s success!

Requirements

  • High school diploma or GED required/LPN preferred
  • Minimum of 2 years related experience
  • Experience with HCHB a plus
  • Proficient in Microsoft suite of products including Outlook, Word and Excel
  • Proven ability to manage in a high call volume environment with accuracy and efficiency
  • Demonstrated ability to prioritize multiple tasks to meet deadlines
  • Demonstrated ability to interact in a collaborative manner with other departments and teams
  • Medical office, customer service preferred

Comprehensive Benefits (Full-time positions)

Aveanna offers benefits designed to support you inside and outside of work, including:

  • Competitive pay
  • Medical, Dental, Vision, and Life insurance
  • Voluntary Pet Insurance for your fur babies
  • 401(k) with Company match
  • Vacation time, Sick time, Paid Holidays, and Floating Holidays
  • Tuition reimbursement and tuition discounts
  • Free continuing education units (CEUs) for nurses
  • Employee Assistance Program and Employee Relief Fund
  • Employee Stock Purchase Plan

Our Mission

Our mission is to revolutionize the way homecare is delivered, one patient at a time. We are committed to innovation, clinical excellence, and compassionate care—because outcomes improve when care is personal. Join the revolution and make a meaningful difference in the lives of patients and families every day.

HHH

As an employer accepting Medicare and Medicaid funds, employees must comply with all health-related requirements in all relevant jurisdictions, including required vaccinations and testing, subject to exemptions for medical or religious reasons as appropriate.

Notice for Job Applicants Residing in California

Notice for Job Applicants Residing in Florida

What Aveanna Healthcare employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Aveanna

Sourced by ZipRecruiter

Aveanna Healthcare is one of the nation's leading providers of pediatric and adult homecare in the nation. We lead with clinical quality and compassion, delivering care in over 200 locations in 23 states. While we have a national presence, we are very much a local provider in each community we serve. Our stated mission is to revolutionize the way pediatric healthcare is delivered, one patient at a time, and we hope you will help us fulfill that mission by joining the 30,000 nurses who already call Aveanna home. Apply today.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Atlanta, GA, US

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