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Receptionist Assistant Financial Advisor Jobs (NOW HIRING)

Integrated Wealth Management Group

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Financial Advisor Assistant

Port Saint Lucie, FL · On-site

$37K - $60K/yr

Prepare meeting rooms and materials for client meetings * Assist advisors with daily administrative ... Previous administrative, receptionist, or customer service experience a must * Financial services ...

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As of Sep 13, 2026, the average hourly pay for receptionist assistant financial advisor in the United States is $17.90, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $19.47 per hour, depending on experience, location, and employer.

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Financial Advisor Assistant (Lincoln, NE)

Lincoln, NE

Humans Being Resources
See more jobs at Humans Being Resourcesexternal

$55K - $70K/yr

Full-time

Medical, PTO

Posted 19 days ago

Job description

Financial Advisor Assistant
Financial Office Assistant
(Financial Services Firm)
Our client's Financial Services Firm located in the Lincoln, NE area is looking to add a key employee to the Team. They are seeking a professional Financial Advisor Assistant / Financial Office Assistant who is ready to help an already thriving company. They are looking for a hard-working, detail-oriented employee with positive energy, who possesses great people skills and has a "team player" mentality. If you want to join a team that has extensive experience in the industry, is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you!

MINIMUM QUALIFICATIONS
  • 2+ years of Administrative / Office Support experience in a professional office environment
  • 2+ years of Customer Service experience in a professional office environment
  • 2+ years of Financial Services / Wealth Management experience in a professional office environment
  • Advanced Technology Skills and use of MS Office (Outlook, MS Word, Power Point, Excel, Etc.)
  • Video Meeting Application experience (Example: Zoom, MS Teams, Google Meet, etc.)
  • CRM / Office Software experience (Example: Salesforce, Redtail, DocuSign, SmartOffice, Adobe, Etc.)
PREFERRED QUALIFICATIONS
  • Degree / Certificate in Business Administration and/or a related field is a plus
  • SIE (Securities Industry Essentials) Certification is a plus
  • Active and/or expired FINRA Securities Licensing is a plus
  • Active Life, Health & Annuities License is a plus

ROLE DESCRIPTION
Prioritizing client needs and helping to create solutions is an important part of our client's culture. In providing excellent administrative support and client service as a Financial Advisor Assistant / Financial Office Assistant you will: 
  • Be the first point of contact, greeting clients in-person, by phone, email, video call, etc., in a warm, friendly manner
  • Initiate and track paperwork and account transaction effectively (Example: new/existing account paperwork processing, transfers, contributions, distributions, payment processing, etc.)
  • Follow up on pending business, appointments or scheduled check-ins
  • Complete industry specific administrative tasks within established filing and paperwork timelines/deadlines
  • Update CRM System data to reflect most current and accurate information
  • Ensure inquiries and concerns are addressed and resolved
  • Provide both pre/post meeting support for the assigned financial advisor(s)
  • Manage financial advisory team calendar appointments, meetings, events, travel, etc. as needed
  • Assist in monitoring financial advisory team emails, calls, communications as needed
  • Provide thorough, high-quality research, problem solving and issue resolution
  • Manage office supplies, operate office equipment (example: photocopiers), and perform other office operations administrative tasks as needed
  • Develop effective working relationships with the financial advisor(s), company staff, and vendors to ultimately provide effective, high-quality customer service
REQUIRED SKILLS
  • Excellent interpersonal, written, and verbal communication
  • Exceptional customer service and client-centric mindset
  • Ability to prioritize projects and manage time
  • Self-directed initiative and follow through
  • Ability to thrive in a fast-paced office environment
  • Excellent organization & administrative support skills
  • Ability to adapt as situations or business demands change
  • Willingness and desire to be part of a team environment
  • High level of confidence, perseverance, and a desire to succeed
  • Attention to detail and ability to closely follow office processes & policies
  • Ability to adhere to complex regulatory, compliance and client privacy requirements

COMPENSATION
  • $55,000 - $70,000 Annual Compensation (Base Salary + Bonuses/Incentives)
    *Based Upon Experience, Licensing and/or Certifications*
  • Healthcare Insurance + Generous PTO Policy + Paid Holidays
  • Great Work/Life Balance
 
Presented by Humans Being Resources, Inc.
Thank you for your interest in our client's Financial Advisor Assistant / Financial Office Assistant position in the Lincoln, NE area. Humans Being Resources, Inc. is a Talent Acquisition and Personnel Solutions company. We are not a temp/staffing agency and at no point will you be applying for employment with our company. We assist our clients with their direct-hire, permanent-placement hiring needs. When replying to this communication via email, text, SMS or call, you agree that Humans Being Resources, Inc. can contact you via email, text, SMS or call. To "Opt-Out" of these communications, please reply "STOP" to any communications received. When being considered for this position, you may be asked to participate in personality profiling, skills assessments and/or phone/video interviews. If you feel that you meet the requirements for this position, please submit your resume today!