Callison And Advisors

Company Description Callison and Advisors is a financial services firm focused on helping clients build, manage, and protect their wealth through personalized financial strategies. The firm offers guidance in areas such as investments, retirement planning, and overall financial wellness, serving individuals, families, and small businesses. Team members collaborate closely to deliver thoughtful, client-centered solutions and maintain long-term advisory relationships. The work environment emphasizes professionalism, integrity, and ongoing learning, making it a strong setting for those interested in growing a career in financial services.

Role Description The Financial Advisor Assistant is a part-time, on-site role based in Ellisville, MO. This role supports financial advisors by preparing client materials, organizing documentation, and maintaining accurate records in firm systems and client files. Responsibilities include scheduling and confirming client appointments, handling phone and email inquiries, and providing professional, timely client service. The assistant helps with basic data entry for financial plans, investment reports, and account updates under advisor guidance. Additional tasks may involve coordinating meeting logistics, updating internal tracking tools, and collaborating with team members to ensure smooth office operations and a positive client experience.

Qualifications

• Candidates should possess technology skills to support the preparation and review of client information and basic financial plan data.
• Candidates should possess strong communication skills to interact professionally with clients, advisors, and internal team members.
• Candidates should have solid organizational and time management skills, with attention to detail and accuracy in documentation.
• Candidates should be comfortable with office productivity tools and CRM or record-keeping systems, with the ability to learn new software as needed.
• Candidates should demonstrate integrity, discretion, and respect for confidentiality when handling client information.
• Preference given to candidates with prior experience in an administrative, client service, or financial services support role; coursework or a degree in finance, business.