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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 ...
Quick apply
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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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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 ...
Quick apply
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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 ...
Edmond, OK · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Edmond, OK · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
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Malvern, 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 ...
Quick apply
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Malvern, 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 ...
Wichita, KS · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Wichita, KS · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Raleigh, NC · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Raleigh, NC · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Short Hills, NJ · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Short Hills, NJ · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Durham, NC · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Durham, NC · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Bentonville, AR · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Bentonville, AR · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Fruitland Park, FL · On-site
$45K - $55K/yr
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 ...
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Fruitland Park, FL · On-site
$45K - $55K/yr
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 ...
Scottsdale, AZ · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Scottsdale, AZ · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Denver, CO · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Denver, CO · On-site
$100K - $250K/yr
Access to shared corporate office space and administrative assistant support. * Direct pathways for ... Transition financing is available for qualified advisors transitioning an existing book of business.
Fruitland Park, FL · On-site
$45K - $55K/yr
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 ...
Quick apply
Fruitland Park, FL · On-site
$45K - $55K/yr
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 ...
Dallas, TX · On-site
$18 - $24/hr
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 ...
Dallas, TX · On-site
$18 - $24/hr
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 ...
Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...
Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...
Wausau, WI · On-site
Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...
Wausau, WI · On-site
Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...
Wausau, WI · On-site
Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...
Wausau, WI · On-site
Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...
Fruitland Park, FL · On-site
$45K - $55K/yr
Training & development 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 ...
Quick apply
Fruitland Park, FL · On-site
$45K - $55K/yr
Training & development 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 ...
Iowa City, IA · On-site
Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...
Iowa City, IA · On-site
Frequently supervises and trains Wealth Analysts, Financial Advisors and at times the Wealth Administrative Assistants. * Advises clients on appropriate financial products in the context of their ...
Be Seen First
Cranston, RI · On-site
$35K - $45K/yr
We are seeking a detail-oriented and client-focused Administrative Assistant to support our financial advising team. This role is critical in ensuring smooth day-to-day calendar operations ...
Quick apply
Be Seen First
Cranston, RI · On-site
$35K - $45K/yr
We are seeking a detail-oriented and client-focused Administrative Assistant to support our financial advising team. This role is critical in ensuring smooth day-to-day calendar operations ...
$11.06 - $13.59
1% of jobs
$13.59 - $16.13
9% of jobs
$16.13 - $18.66
14% of jobs
$18.85 is the 25th percentile. Wages below this are outliers.
$18.66 - $21.20
21% of jobs
The median wage is $21.90 / hr.
$21.20 - $23.73
19% of jobs
$25.51 is the 75th percentile. Wages above this are outliers.
$23.73 - $26.27
16% of jobs
$26.27 - $28.80
10% of jobs
$28.80 - $31.34
5% of jobs
$31.34 - $33.87
3% of jobs
$33.87 - $36.41
2% of jobs
$36.41 - $38.94
0% of jobs
$11
$23
$38
Cities with the most Financial Advisor Administrative Assistant job openings:
States with the most job openings for Financial Advisor Administrative Assistant jobs include:
The top searched job categories for Financial Advisor Administrative Assistant jobs are:
$45K - $55K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 19 days ago
About the Role
At Green Arrow Financial Advisors, we deliver future-focused financial solutions that transform lives. We are seeking a motivated and detail-oriented Receptionist / Administrative Assistant to support the daily operations of our practice in Exton, PA.
This role is the operational backbone of our practice. You will keep daily workflows running seamlessly, manage front desk operations, and handle essential client communications—allowing our advisors to focus on client acquisition and building lasting relationships.
Key Responsibilities
Elevates the Client Experience: Manage front desk operations to ensure a welcoming environment. Greet clients promptly and professionally, handle incoming calls, and conduct appointment reminder calls and follow-up check-ins. (Alternative headers: Drives the Client Experience or Delivers Exceptional Service)
Master the Schedule: Efficiently coordinate calendars, manage office schedules, and schedule client appointments.
Administrative & Practice Support: Prepare business correspondence for advisor review and signature. Copy, track, and manage client and practice materials, including new business correspondence.
Operations & Collaboration: Communicate and follow up with the Ameriprise home office, assist with ongoing projects, and provide general office support (filing, copying, printing, organizing) for the team.
Preferred Qualifications
3+ years of experience in administrative support preferred, but not required.
Proficient in Microsoft Office with strong time-management and organizational abilities.
Strong customer service skills and adept at multitasking in a fast-paced environment.
Ability to adhere strictly to firm policies, procedures, and regulatory requirements.
Positive attitude and a genuine desire to learn, grow, and contribute to the practice.
Green Arrow Financial Advisors is a top-rated private wealth practice of Ameriprise Financial in Exton, PA. We deliver future-focused financial solutions, combining personalized advice with secure digital tools to help clients achieve their goals and build confidence for life.
