Financial Support Associate
Financial Support Associate
Job ID: 41901
Location: Kalipsell, Montana
Category: Accounting & Financial
Employment Type: DH Pay-Over-Time
A growing financial services firm in the Flathead Valley is seeking a Financial Support Associate. Committed to providing exceptional service and personalized financial guidance, the organization fosters a professional, collaborative environment where client relationships and attention to detail are highly valued. This position offers an opportunity to support daily operations, enhance the client experience, and contribute to the continued success of a respected financial practice.
The Financial Support Associate serves as a client-facing member of the team, helping create a professional and welcoming experience while supporting the daily operations of a busy financial services practice. This role is responsible for coordinating administrative activities, maintaining organized client records, preparing materials for client meetings, and ensuring the office operates efficiently and effectively.
Starting Pay: Up to $24/hour, depending on experience
Schedule: Full-time, Monday through Friday
Essential Functions and Duties:
- Manage daily office operations, including office supply inventory, purchasing, and administrative processes to ensure an efficient work environment
- Provide administrative support to advisors and team members while assisting with operational and client service activities
- Coordinate and respond to client service requests, directing matters to the appropriate advisor or wealth planning professional as needed
- Maintain accurate client records, financial documents, and files while ensuring information remains current and organized
- Prepare materials, documentation, and logistics for client meetings and appointments
- Support marketing, social media, and workflow initiatives while collaborating with team members to achieve organizational goals and deliver exceptional client service
Qualifications:
- Bachelor's degree preferred
- Strong interpersonal and customer service skills
- Proficient with Microsoft Office Suite and comfortable learning new technology platforms
- Highly organized with strong attention to detail and follow-through
- Professional demeanor and ability to maintain confidentiality
Get in touch! Call or text Destiny 406-295-1346 to reach our Kalispell LC Staffing Office.
41901