FPA Job Board

SummaryThe Senior Administrative Assistant reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. Essential Duties and Responsibilities• Manage firm operations, tasks/responsibilities of support staff• Manage client needs regarding service, trading, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards• Research products and complex issue resolution• Deepen client relationships and establish credibility and rapport both in-person and via phone identif