What are the responsibilities and job description for the Financial Advisor Support Specialist position at Gateway Financial Partners?
Job Summary
Financial Advisor Support Specialist
Gateway Financial Partners is seeking a highly organized, client-focused, and detail-oriented Financial Advisor Support Specialist to join our growing team. This role serves as a key partner to financial advisors by providing operational, administrative, and client service support that helps advisors deliver exceptional client experiences and grow their practices.
The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, takes ownership of tasks, and is passionate about delivering outstanding service to both advisors and clients.
Key Responsibilities
Advisor & Client Support
- Serve as a primary point of contact for advisors and clients regarding service requests and account maintenance.
- Provide proactive support to financial advisors by managing operational and administrative activities.
- Deliver exceptional client service through timely and professional communication.
- Assist with client onboarding, account openings, transfers, beneficiary updates, and other account servicing needs.
Operations & Account Management
- Prepare, review, and process client paperwork accurately and efficiently.
- Monitor pending transactions and follow through to completion.
- Coordinate with custodians, investment platforms, insurance carriers, and other financial institutions to resolve issues and facilitate account activity.
- Maintain accurate client records and ensure documentation is complete and compliant.
Meeting & Workflow Coordination
- Schedule client meetings and advisor appointments.
- Prepare meeting materials, reports, and supporting documentation.
- Manage advisor calendars and assist with workflow prioritization.
- Track outstanding service requests and ensure timely follow-up.
Team & Process Improvement
- Support office operations, special projects, and team initiatives.
- Identify opportunities to improve processes, workflows, and the overall client experience.
- Collaborate with operations, compliance, and advisor teams to ensure consistent service standards.
Qualifications
- Associate's or Bachelor's degree preferred.
- Previous administrative, client service, or operations experience required.
- Financial services experience strongly preferred, including familiarity with investment accounts, custodians, or advisory platforms.
- Experience working in an RIA, broker-dealer, bank, or wealth management environment is a plus.
Skills & Competencies
- Exceptional organizational and time management skills.
- Strong attention to detail and commitment to accuracy.
- Excellent verbal and written communication skills.
- Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
- Strong problem-solving and critical-thinking abilities.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook), Wealthbox and other a plus.
- Ability to work independently while contributing positively to a team environment.
- Professional, service-oriented mindset with a commitment to delivering an outstanding client experience.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Ability to commute/relocate:
- Madison, WI 54911: Reliably commute or planning to relocate before starting work (Preferred)
Work Location: In person
Pay: $49,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
Work Location: In person
Salary : $49,000 - $65,000