Finance Advisor Adminstration

A financial advisor administrator supports financial advisors by handling administrative tasks, maintaining client records, assisting with client meetings, conducting market research, and processing financial documents to ensure smooth operations and client satisfaction. Key responsibilities include updating CRM systems, preparing financial reports, and coordinating with clients, while essential skills involve exceptional organizational, communication, and technical abilities. Key Responsibilities
- **Client Support**:

- Assist in preparing client financial plans, presentations, and investment summaries.
- Coordinate client meetings, take detailed notes, and follow up on action items.
- Provide administrative support for client outreach and networking events.
- **Record Keeping & Compliance**:

- Maintain and update client records in CRM systems and other databases, ensuring data accuracy and regulatory compliance.
- Ensure all client documentation is accurate and up-to-date.
- **Research & Reporting**:

- Conduct basic market research and investment analysis.
- Assist in preparing reports, financial plans, and investment proposals.
- **Administrative Tasks**:

- Process routine account transactions and administrative tasks.
- Coordinate follow-ups, including paperwork and implementation tracking.
- Stay updated on industry trends, products, and services.

Essential Skills
- **Organization & Time Management**: Superb organizational skills are vital for managing multiple client files, tasks, and deadlines.
- **Communication Skills**: Strong written and verbal communication is needed to interact with clients and colleagues.
- **Technical Proficiency**: Advanced knowledge of accounting software, CRM systems, and other financial tools is often required.
- **Attention to Detail**: Meticulous attention to detail is crucial for maintaining accurate financial records and ensuring compliance.
- **Collaboration**: The ability to work effectively with senior financial advisors and other professionals is essential.

Pay: ₹16,000.00 - ₹20,000.00 per month

**Benefits**:

- Health insurance

Work Location: In person