Advisor Support Specialist

Who We Are

At Millenia, we’re an independent financial firm focused on building relationships that last. Our mission is to help everyday people pursue their dreams by creating financial longevity and legacy. We’re not just advisors—we’re partners in our clients’ lives. Our culture is built around three core values:

• We’re All In – We’re accountable, proactive, and committed to showing up fully
• We’re Good Vibes – We celebrate wins (big and small) and genuinely look forward to Mondays
• We’re Driven to Win, Win, Win – We do what’s right, not what’s easy—and we do it with purpose

About the Position

As an Advisor Support Specialist, you’ll be a key member of our team supporting three financial advisors. You'll ensure clients are cared for with warmth and precision, allowing advisors to focus on strategic planning and guidance. This is the perfect role for someone who thrives in a fast-paced, people-first environment and loves being the dependable, behind-the-scenes hero.

Key Responsibilities

Client Service

• Answer incoming calls and assist with client inquiries (first on phones 1x/week, backup on other days)
• Coordinate and schedule client appointments, including sending confirmations and reminders
• Prepare necessary materials for upcoming client meetings

Operational Support

• Prepare and process servicing requests (beneficiary changes, distributions, address updates, etc.)
• Confirm task completion and update client records accordingly
• Communicate progress with advisors and clients

Administrative Support

• Scan, organize, and maintain client documents in CRM
• Send reports, correspondence, and documents via email or mail
• Track and support outstanding client service items

Other Duties

• Handle confidential information with discretion
• Adhere to regulatory and compliance standards

Qualifications

• Subject to background check per industry regulations
• High school diploma or GED required; bachelor’s degree preferred
• At least 1 year of experience in an office, banking, or financial services setting
• At least 1 year of customer or client service experience
• Licensing is a plus, but not required—we’re happy to train the right person

You’ll Thrive in This Role If You Are…

• A Strong Communicator – You actively listen and communicate with clarity and confidence
• Organized & Efficient – You love checking things off your list and managing multiple priorities
• Tech-Savvy – You’re comfortable with Microsoft Outlook & Excel and can quickly learn tools like Redtail and ClickUp
• A Problem Solver – You stay calm under pressure and think critically when challenges arise
• Adaptable – You’re open to change and flexible as processes evolve
• Reliable – You follow through, follow up, and never leave tasks unfinished

Perks & Benefits

• Team Culture
• Paid team lunches and surprise treats
• Fun, collaborative environment with strong support
• Opportunities for growth and development

Benefits (After 90 Days)

• Health Insurance: Employer covers 50% of employee premiums
• Dental Insurance: Employee covers 100% of premium
• Paid Time Off: 10 days (prorated first year), 15 days beginning first full calendar year
• Retirement: Simple IRA with 3% employer match
• Short-Term Disability: 60% salary coverage, employer paid

Ready to bring your strengths to a firm that values people and purpose? Apply today and join a team where we win together.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Work Location: In person