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Financial Advisor Administrative Assistant Jobs (NOW HIRING)

Ameriprise Financial

Administrative Assistant

Greenwood, IN · On-site

$17 - $23/hr

Work as an employee of an independent advisor franchisee with a financial advisory practice of ... The administrative assistant supports the many different tasks for which the practice is ...

Thrivent Financial

Administrative Assistant

Oshkosh, WI · On-site

$18/hr

Job Summary The Administrative Assistant provides front desk and administrative support for Apex ... Schedule client meetings on behalf of the practice's Financial Advisors to support client-facing ...

Green Arrow Financial Advisors

Be Seen First

Receptionist / Administrative Assistant

Wilmington, DE · On-site

$45K - $55K/yr

About the Role At Green Arrow Financial Advisors, we deliver future-focused financial solutions ... We are seeking a motivated and detail-oriented Receptionist / Administrative Assistant to support ...

Green Arrow Financial Advisors

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Receptionist / Administrative Assistant

Exton, PA · On-site

$45K - $55K/yr

About the Role At Green Arrow Financial Advisors, we deliver future-focused financial solutions ... We are seeking a motivated and detail-oriented Receptionist / Administrative Assistant to support ...

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How much do financial advisor administrative assistant jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial advisor administrative assistant in the United States is $23.34, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $26.20 per hour, depending on experience, location, and employer.

What is a financial advisor administrative assistant?

A Financial Advisor Administrative Assistant is a professional who supports financial advisors by handling administrative tasks such as scheduling appointments, managing client communications, preparing documents, and maintaining records. They play a key role in ensuring the smooth operation of a financial advising office, allowing advisors to focus on providing financial advice to clients. Their responsibilities may also include handling paperwork for investments, keeping track of compliance requirements, and assisting with client onboarding. Strong organizational and communication skills are essential for success in this role.

What are the main responsibilities of a financial advisor administrative assistant during client meetings and follow-up?

As a Financial Advisor Administrative Assistant, you play a crucial role before, during, and after client meetings. You are typically responsible for scheduling appointments, preparing necessary documentation, and organizing client files ahead of meetings. During meetings, you may assist with note-taking or managing presentation materials. Afterward, you often handle follow-up tasks such as updating client records, preparing summary reports, and ensuring that any action items or service requests are promptly addressed. This support helps ensure meetings run smoothly and clients receive timely, professional service.

What are the key skills and qualifications needed to thrive as a financial advisor administrative assistant, and why are they important?

To thrive as a Financial Advisor Administrative Assistant, you need strong organizational abilities, attention to detail, and a background in finance or business administration, often supported by an associate's or bachelor's degree. Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is typically required. Excellent communication, discretion, and time management are crucial soft skills for supporting advisors and interacting with clients. These capabilities ensure smooth office operations, accurate client record-keeping, and a positive client experience in a regulated financial environment.
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Financial Advisor Administrative Assistant jobs near you
Infographic showing various Financial Advisor Administrative Assistant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $48,554 per year, or $23.3 per hour.

Financial Advisor Administrative Assistant

Workway, Inc.

Addison, TX • On-site

$50K - $55K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an Administrative Assistant opportunity with a Wealth and Financial Advisor company in North Dallas.

The Administrative Assistant is responsible for the specific duties listed below.
Your specific duties will include:

  • Manage CRM systems, including data entry, client database maintenance, and reporting.
  • Administer financial services platforms (Box, EZ-App, Investment e-App, underwriting systems).
  • Coordinate case management, underwriting, and application processing.
  • Provide administrative support to financial advisors and wealth management teams.
  • Schedule appointments, manage calendars, and coordinate client meetings.
  • Deliver high-level customer service and client relationship support.
  • Handle inbound calls, message routing, and issue resolution.
  • Prepare, edit, and proofread business correspondence and documentation.
  • Process client communications and documentation with Home Office.
  • Maintain organized client records, files, and compliance documentation.

Required qualifications for the position include:

  • Strong customer service and communication skills.
  • Experience in administrative support (financial services preferred).
  • Ability to manage multiple tasks and prioritize effectively.
  • Proficiency in Microsoft Office and CRM systems.
  • Proactive, detail-oriented, and team-focused.
  • Texas Insurance Group I License preferred.


Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO .
We collect personal information as part of the application and hiring process. For details about the categories of information collected, purposes of use, and your rights under law, please review our Candidate Privacy Act Disclosure Notice: Privacy Policy
#WealthManagement #AdministrativeAssistant #FinancialServices #FinanceJobs #OfficeAdministration #ExecutiveAssistant #ClientServices

Company Description

Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.

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About Workway

Sourced by ZipRecruiter

Forward-thinking and innovative, Workway is at the forefront of the staffing industry. Entrepreneurial-minded leadership, combined with advanced technology, allows Workway to deliver temporary, temp to hire, and direct hire placement results that exceed our clients’ expectations.

Industry

Recruiting and staffing services

Company size

201 - 500 Employees

Headquarters location

Dallas, TX, US

Year founded

2005

Social media

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