Administrative Assistant

Riolo Financial Group is a growing financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. Our team values integrity, professionalism, and a client-focused approach. We are seeking a detail-oriented and proactive assistant to support our financial advisors and contribute to our mission of delivering a holistic client experience.

Key Responsibilities

• Provide administrative and operational support to four financial advisors, including preparing reports and managing client communications.
• Assist in the preparation of financial plans, presentations, and investment proposals.
• Maintain accurate and confidential client records and ensure compliance with industry regulations.
• Coordinate with clients to gather necessary documentation and respond to inquiries promptly.
• Support marketing efforts, including organizing events and managing social media content as needed.
• Collaborate with other team members to ensure seamless client service and office operations.

Qualifications

• Minimum three (3) years of experience in the financial services industry is required.
• Strong knowledge of financial products, industry terminology, and regulatory requirements.
• Exceptional organizational and multitasking skills, with keen attention to detail.
• Excellent written and verbal communication abilities.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); experience with CRM systems is a plus.
• Ability to maintain confidentiality and act with discretion in all matters.
• High level of professionalism and a client service mindset.

Benefits

• Competitive compensation
• Bonus Program
• Retirement plan with match
• Paid time off and holidays
• Opportunities for professional development and career advancement

How to Apply

Interested candidates are invited to submit a resume and cover letter outlining their relevant experience and motivation for applying. Please email your application to frank.riolo@lpl.com with the subject line: “Financial Assistant Application.”

We thank all applicants for their interest; however, only those selected for an interview will be contacted.