What are the responsibilities and job description for the Advisor Assistant position at Bison Wealth, LLC?
Company Description Bison Wealth, LLC is a SEC-registered investment adviser that focuses on building tailored wealth plans for individuals and families based on what matters most to each client. The firm combines best-in-class investment solutions with cutting-edge technology to keep clients informed and engaged throughout the advisory process. Bison Wealth emphasizes listening, trust, and suitability, ensuring that recommended strategies align with each client’s unique goals and risk tolerance. The firm provides advisory services under formal agreements and encourages clients to seek specialized tax, legal, and insurance guidance when needed. Bison Wealth operates in a dynamic, regulated environment where accuracy, compliance, and client education are central to daily work.
Role Description The Advisor Assistant is a full-time, on-site role based in Eagle, ID, supporting financial advisors in delivering high-quality service to clients. This role involves preparing client meeting materials, maintaining and updating client records and CRM systems, and assisting with account opening, transfers, and other routine service requests. The Advisor Assistant helps coordinate schedules, manage communications, and respond to client inquiries in a timely, professional manner. Daily responsibilities include processing paperwork, monitoring follow-up tasks, organizing documents for compliance review, and collaborating with team members to ensure smooth operations. The position requires strong attention to detail, consistent adherence to regulatory and firm procedures, and a client-centered approach to every interaction.
Qualifications
Role Description The Advisor Assistant is a full-time, on-site role based in Eagle, ID, supporting financial advisors in delivering high-quality service to clients. This role involves preparing client meeting materials, maintaining and updating client records and CRM systems, and assisting with account opening, transfers, and other routine service requests. The Advisor Assistant helps coordinate schedules, manage communications, and respond to client inquiries in a timely, professional manner. Daily responsibilities include processing paperwork, monitoring follow-up tasks, organizing documents for compliance review, and collaborating with team members to ensure smooth operations. The position requires strong attention to detail, consistent adherence to regulatory and firm procedures, and a client-centered approach to every interaction.
Qualifications
- Strong client service and communication skills, including the ability to listen carefully, explain information clearly, and maintain professional relationships.
- Administrative and organizational capabilities, such as managing calendars, preparing documentation, maintaining accurate records, and handling multiple priorities.
- Comfort with financial and investment concepts, with the ability to learn firm processes, support advisors in plan implementation, and work in a regulated environment.
- Technical proficiency with office productivity software, CRM systems, and the ability to quickly learn new platforms and tools.
- High level of accuracy, reliability, and discretion in handling sensitive client information and complying with firm policies.
- Ability to work on-site in Eagle, ID, collaborate with advisors and operations staff, and contribute positively to a team-oriented culture.
- Prior experience in financial services, wealth management, or a related professional environment is preferred but not required.
- Associate or bachelor’s degree in business, finance, or a related field, or equivalent combination of education and relevant experience.