Abrar Admin

Concorde Investment Services

Overview: The Advisory Support Specialist is responsible for assisting our branch offices with a high level of service, training, and new business processes. This entry-level role requires strong communication skills, a willingness to learn, and the ability to utilize available resources to provide excellent service and support.Roles and Responsibilities:<ul><li>Provide courteous and accurate responses to inquiries from field offices and home office staff, ensuring a commitment to service excellence.</li><li>Support a team-oriented environment by collaborating effectively and offering assistance to colleagues.</li><li>Assist in processing Investment Advisory agreements and reviewing documentation.</li><li>Develop expertise to accurately handle a range of requests across various lines of business and operating systems.</li><li>Participate in training and development opportunities to build knowledge and skills.</li><li>Uphold company core values and maintain professional standards in all tasks.</li><li>Assist with day-to-day operational issues and provide support to ensure smooth business processes.</li><li>Engage with field offices to facilitate new business submissions and address inquiries.</li><li>Collaborate with internal departments to resolve issues and improve processes.</li><li>Perform data entry and handle general incoming calls as needed.</li></ul>Qualifications and Abilities Required:<ul><li>FINRA Series 66 and 7 licenses (or willingness to obtain within a designated timeframe).</li><li>Basic knowledge of Envestnet, Schwab, and Pershing platforms is a plus.</li><li>Understanding of the advisory field, including billing and regulatory requirements, is beneficial but not required.</li><li>1 year of experience in the financial industry or a related field preferred.</li><li>Strong communication and interpersonal skills.</li><li>Strong attention to detail is a must for this role.</li><li>Service-oriented mindset with a positive attitude and eagerness to learn.</li><li>Ability to work independently and within a team environment.</li><li>Strong organizational skills with attention to detail.</li><li>Willingness to take ownership and accountability for assigned tasks.</li><li>Adaptability in a dynamic and fast-paced work environment.</li></ul>Pay: $50,000.00 - $60,000.00 per yearBenefits:<ul><li>401(k)</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>using Envestnet, Schwab, or Pershing platforms: 1 year (Required)</li><li>advisory billing: 1 year (Required)</li></ul>Work Location: In person

Advisory Support Associate

Join Concorde Investment Services and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Concorde Investment Services

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Advisory Support Associate