Financial Support Specialist - Remote

Overview

We are seeking a highly organized and detail-oriented Financial Support Associate to assist clients with financial transactions, inquiries, and account-related concerns. The ideal candidate will support financial advisors and internal teams in a variety of functions, including preparing financial reports, processing transactions, ensuring compliance with financial regulations, and maintaining accurate client records. This role requires strong communication, customer service skills, and a solid understanding of financial services.

In Short

• Assist clients with financial transactions, inquiries, and account-related concerns.
• Support financial advisors or registered representatives in preparing reports, documentation, and client communications.
• Process and track investment transactions, payments, and reconciliations.
• Ensure compliance with financial regulations, including FINRA and SEC guidelines (if applicable).
• Maintain and update client records, financial statements, and account data.
• Handle client onboarding, including gathering necessary documentation and verifying financial details.
• Assist in preparing financial reports, statements, and presentations for internal and client use.
• Coordinate with internal teams for billing, invoicing, and account maintenance.
• Stay up-to-date with financial products, services, and regulations to provide accurate support.
• Identify and escalate financial discrepancies or issues to senior management.

Requirements

• Strong communication skills.
• Detail-oriented and organized.
• Understanding of financial services and regulations.
• Experience in customer service.
• Ability to process financial transactions accurately.

Benefits

• Opportunity to work with financial advisors.
• Gain experience in financial services.
• Supportive team environment.