Financial Advisor Assistant

Posted 3 days ago

prospectblueHenrico (VA)

SENIORITY

Junior

About the role

Prospect Blue seeks an experienced Client Relations/Administrative Assistant for their wealth management firm client in Richmond, VA!

Key Responsibilities:

Serve as the first point-of-contact with visiting clients, answering client calls, and being responsible for first impressions.
Support financial advisors with scheduling, document preparation, and client follow-ups
Maintain and organize client records in compliance with industry regulations. Work in various databases, including Redtail, Orion, Schwab, etc.
Assist with account openings, transfers, money movements, and general administrative tasks (cutting checks, journaling assets, ACH’s, etc.)Communicate effectively with clients and internal team members. Participate in new client meetings and guide clients through paperwork.
Managing and ordering office supplies and appearance to enhance the client’s experience. Maintain vendor relationships.

Qualifications:

Prior experience in a financial services or advisory environment preferred (ideally 2+ years)
Strong attention to detail and solid written and verbal communication skills
Proficient in Microsoft Office and CRM systems
If you're ready to support a dynamic financial team, let’s connect!

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.