Financial Advisor Assistant

Financial Advisor Assistant Location : Dunwoody, GA Job Typ e: Full-Time, permanent Salary: up to $60,000, depending on experience Hybrid: After training ~ 2 days remote, 3 days in the office We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment. Client Service Relationship Support Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.) Prepare and process new account paperwork and ensure accuracy/compliance Coordinate client meetings, including scheduling, confirmations, and follow-up Assist in onboarding new clients and maintaining client records Handle client inquiries with professionalism and responsiveness Advisor Operational Support Prepare materials for client meetings (reports, presentations, financial plans) Maintain CRM system with accurate and up-to-date client information Track and manage workflow for ongoing client tasks and deadlines Assist with compliance-related documentation and recordkeeping Support marketing efforts such as client communications, event coordination, and outreach Administrative Duties Manage calendars, emails, and general office coordination Organize digital files Liaise with custodians, insurance companies, and other partners Ensure smooth day-to-day office operations Key Attributes High level of professionalism and confidentiality Strong problem-solving mindset Self-starter with the ability to anticipate needs Team-oriented with a client-first attitude Compensation Benefits Competitive salary based on experience Bonus opportunities Health benefits and retirement plan options Paid time off and holidays Opportunities for professional growth and licensing support Compensation: $60,000 Responsibilities: Client Service Relationship Support Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.) Prepare and process new account paperwork and ensure accuracy/compliance Coordinate client meetings, including scheduling, confirmations, and follow-up Assist in onboarding new clients and maintaining client records Handle client inquiries with professionalism and responsiveness Advisor Operational Support Prepare materials for client meetings (reports, presentations, financial plans) Maintain CRM system with accurate and up-to-date client information Track and manage workflow for ongoing client tasks and deadlines Assist with compliance-related documentation and recordkeeping Support marketing efforts such as client communications, event coordination, and outreach Administrative Duties Manage calendars, emails, and general office coordination Organize digital files Liaise with custodians, insurance companies, and other partners Ensure smooth day-to-day office operations Qualifications: 2+ years of administrative or client service experience (financial services preferred) Strong organizational skills and attention to detail Excellent written and verbal communication skills Proficiency in Microsoft Office (Word, Excel, Outlook) Ability to manage multiple priorities and meet deadlines Preferred: Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox) Familiarity with financial products (investments, insurance, retirement plans) Securities licenses (Series 6, 7, or 65/66) or willingness to obtain Experience with financial planning software About Company Why Financial Advisors Choose The Piedmont Group We Offer Our Advisors: Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees Opportunity to obtain a DBA and grow your team. If you own a DBA or advisory group, we support you by growing your existing career Aggressive, performance-driven, and bonus-structured compensation Licensure sponsorship/reimbursement Your existing and new business is yours We are a non-captive agency Concierge-level advisor services Innovative tools and technology to scale your practice 100+ seasoned advisors that can mentor & assist in business growth At The Piedmont Group, advisors gain a true strategic partner -one that respects your experience, supports your vision, and helps you build a stronger, more scalable business. Independence supported by infrastructure. Growth driven by partnership.