Financial Advisor Assistant

Location: On\-site, Westside Bend (near Old Mill)

Schedule: Monday–Thursday, 8:00AM – 4:00 PM; Friday, 8:00 AM – 3:00 PM

Team Size: 2\-3 person advisory team

About Us

We are a small, collaborative financial advisory/brokerage team dedicated to providing personalized, high\-quality service to our clients. With a focus on professionalism, trust, and attention to detail, we value team members who are organized, proactive, and client focused. With decades of experience and high client retention, we value our client relationships and the trust they have placed in us.

Position Overview

We are looking for a reliable and detail\-oriented Client Service Associate (CSA) to support our team with daily administrative and client service tasks. You will help our clients feel supported and valued while also keeping branch processes running efficiently. This is a great opportunity for someone interested in financial services who enjoys working in a close\-knit, team\-oriented environment. This role gives you the chance to make a meaningful difference in clients’ lives while also improving the effectiveness of our operations.

Key Responsibilities

• Provide ongoing client service support including account opening \& maintenance, money movement, transfers, and other account update requests
• Assist with client communications (email, phone \& mail correspondence)
• Prepare and organize client documents and reports, including updating data in spreadsheets
• Maintain accurate and up to date records and data entry in CRM systems
• Proactively track client service processes to ensure all tasks are completed accurately and nothing is overlooked
• Handle general office tasks such as checking mail, emptying dishwasher, keeping supplies stocked, etc.

Required Qualifications

• Minimum 2 years of experience in financial services, client service, or administrative support role
• Strong organizational and time\-management skills, respectful of client service standards, meet deadlines and juggle multiple tasks while prioritizing
• Excellent, professional written and verbal communication, with a proficient \& friendly manner when interacting with clients and colleagues
• High attention to detail and accuracy, as well as follow through
• Is a driven, self\-motivated individual with a strong initiative and solid work ethic
• Proficient with Microsoft Office (Word, Excel, Outlook)

Desired Qualifications

• Financial industry background
• Administrative services experience (service, client\-facing or sales)
• Strong grasp of the industry along with a solid understanding of investment products
• Shows dedication to ongoing learning and continued professional development
• Bachelor’s degree in Finance, Business Administration, or a related field
• Wells Fargo Clearing/Smart Station/Advisor Gateway experience (possible signing bonus)

What We Offer

• Consistent work schedule
• Competitive pay
• Semi\-flexible lunch break
• Supportive, team\-oriented work environment, with considerate and kind co\-workers
• Opportunity to gain experience in financial services
• Potential for growth within the role

Compensation

• Base Salary: $50,000\-$60,000 (based on experience, skill level \& licenses)
• Benefits include paid market holidays, 3 weeks PTO and a retirement plan
• Health \& Dental Insurance
• Opportunity for production bonuses

Pay: $50,000\.00 \- $60,000\.00 per year

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Experience:

• Administrative: 2 years (Required)

Ability to Commute:

• Bend, OR 97702 (Required)

Work Location: In person