Financial Advisor Service Coordinator
Come work for a growing financial services company with opportunities for advancement. We are seeking a Financial Advisor Service Coordinator who will be responsible for assisting a group of financial advisors with a multitude of tasks. We pride ourselves on offering outstanding service to our network of financial advisors, and we need a team player who can help us uphold the high standards that we set for our home office team. If you enjoy helping people accomplish great things while working in an exciting, fast-paced environment, this career could be the right fit for you.
Reports to: Operations Manager
Job Purpose
The Service Coordinator plays a key role in ensuring smooth operational workflows by managing, processing, and analyzing data to support client service and financial advising activities. This position combines administrative expertise with a strong focus on data accuracy, digital tools, and process optimization. Working closely with advisors, clients, and internal teams, this role ensures information is organized, and service requests are handled with efficiency and professionalism.
Essential Functions
- Process, validate, and maintain client and account data across multiple systems to ensure accuracy and compliance.
- Prepare and analyze operational, client, and financial data using Microsoft Excel, CRM platforms, and analytics tools; create clear, data-driven reports for advisors and management.
- Support advisors by proactively resolving operational issues, leveraging data insights to recommend solutions and improvements.
- Coordinate and track service requests, ensuring timely resolution and effective communication with clients and internal teams.
- Collaborate with internal teams to improve data workflows, enhance reporting capabilities, and maintain operational efficiencies.
- Develop and maintain dashboards, visual reports, and presentations for internal and client use.
- Manage electronic documents, ensuring proper version control, secure storage, and accessibility.
- Utilize CRM and portfolio management tools (e.g., Morningstar, Wealthscape) to streamline processes and deliver accurate information.
- Conduct periodic data audits to identify inconsistencies, recommend corrective actions, and improve data integrity.
- Assist in training team members and advisors on systems, workflow tools, and best practices for information management.
- Serve as a liaison between departments, integrating feedback and insights to enhance service delivery.
- Participate in special projects to drive decision-making and process improvement.
Skills/Qualifications
- Strong data processing, analysis, and reporting skills.
- Proficiency in Microsoft Office (Excel advanced functions, Word, PowerPoint) and CRM systems.
- Experience with financial data platforms and reporting tools.
- Exceptional organizational skills.
- Strong problem-solving abilities, analytical thinking, and attention to detail.
- Excellent written and verbal communication skills.
- Ability to maintain confidentiality and handle sensitive information responsibly.
- Flexibility to adapt to evolving processes, tools, and technology.
Work Environment / Physical Demands
Professional office setting with regular use of computers, digital tools, and office equipment. Primarily sedentary with occasional physical tasks such as file retrieval.
Supervisory Responsibility
None.
Compensation
- Salary: $50,000
Position Type and Expected Hours of Work
Full-time, Monday through Friday, 7:30 a.m. to 4:30 p.m. or 8:00 a.m. to 5:00 p.m.
Professional Reference Requirement:
Candidate must provide two professional references from previous supervisors. References will be contacted only in the final stages of the hiring process.
Required Education and Experience
- Bachelor’s degree in Finance, Data Analytics, Business Administration, or related field preferred; equivalent relevant experience considered.
- Experience in financial services or data-intensive roles preferred.
- FINRA Securities Industry Essentials (SIE) exam required within nine months.
- Additional FINRA licenses are encouraged, as directed.
Other Duties
Duties and responsibilities may evolve to meet business needs.
No Visa Sponsorship. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Job Type: Full-time
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person