Join Our Team

Administrative Associate

The Administrative Associate position is an excellent opportunity to put your skills and experience to work in a local financial advising office. The Administrative Associate will perform essential duties and responsibilities to ensure the efficient operation of the office. This position delivers a wide range of critical client support to the office and helps to provide the resources & guidance to assist with growing the client base, retaining client assets and supporting the office. The Administrative Associate is responsible for assisting with the timely processing of client transactions, opening new accounts, preparation of documents, client follow up and other duties as required. The Associate must have strong administrative, technical, interpersonal and customer service skills.

Essential Duties & Responsibilities:

  • Promote good customer relations by positive, professional handling of all public contacts in the office, on the telephone, and through correspondence.
  • Answer routine questions from Home Office personnel, advisors, and clients.
  • Plans and schedules work activities to complete assignments in their order of priority to make the most effective use of time.
  • Coordinate mailings; process incoming mail
  • Coordinate the preparation of annual reviews and client meeting materials
  • Discuss and organize follow-up steps with the advisor after client meetings
  • Assist with reviewing client transaction requests and applications for completeness; provide daily tracking of project status
  • May assist with data entry to help with opening new accounts, transactions, etc.
  • Assist with NIGO (not in good order) notifications to advisors.
  • Operate general office equipment (fax machine, copier, scanner, etc.)
  • Commit to professional development to remain current in industry issues, CRM and compliance rules and regulations
  • Perform other duties as assigned.

Experience and Skill Requirements

  • A minimum of 2-3 years office administration and/or general administrative experience. Industry experience preferred.
  • Exceptional oral & written communication skills.
  • Working knowledge of computer software skills including Windows 11, Microsoft Word, Excel & Outlook
  • Good math aptitude
  • Strong verbal communication skills required; business writing skills desirable.
  • Excellent follow-up and follow-through capabilities.
  • Ability to handle multiple tasks in a fast-paced office environment.
  • Team-oriented with excellent customer service skills
  • Strong organizational skills with attention to details
  • Effective problem-solving, reasoning and learning skills
  • Able to exercise good judgement by recognizing urgency & setting priorities.
  • Personable & approachable with a positive attitude

Job Type- Full-time

Benefits available

Please send your resume to hello@prinvestadvisors.com.

Financial Advisors

Passionate financial advisors who are:

  • Interested in taking their career to the net level with the support of a dedicated team. 
  • Ready to outsource the challenges of running their own business, without sacrificing the freedom and flexibility they value. 
  • W-2 Advisors, but want the freedom and flexibility of a 1099 independent advisor, but are not ready to make the transition without a team to offer support and guidance. 
  • Advisors that maintain a strong compliance record and personal financial record.

How We Servce Our Advisors

  • Marketing: A clear brand that tells a compelling story is an incredibly powerful tool for engaging your clients and expanding your business. Building a brand can be challenging, but when you join Prinvest Advisors you gain access to our high-impact branding to as well as our proven experience in web, print, and social media marketing. 
  • Administrative Support: An excellent support team is key to scaling your business, but unfortunately, hiring, training and compensating quality employees can be time-consuming and costly. That's why we provide our advisors with fully trained sales assistants who empower them to serve their clients. 
  • Technical Support: Knowing how to leverage current technology makes your job easier and your work more efficient. We provide our advisors with a significant competitive advantage by offering the training and support they need to use software such as Wealth Vision Pro, Redtail CRM, Albridge Performance Reporting, Riskalyze portfolio overview and risk score analysis.
  • Professional Office Space: A professional client meeting space designed with branding in mind and productive office environment is essential for advisors and their clients. We believe you can save money and simplify your business by using Prinvest Advisors professional furnished office with printer, phones, receptionist, high speed internet and conference room. 
  • Transition Support: Changing your broker/dealer is a vital moment in the life of your business. We will help you with daily support and a local contact to streamline the transition between systems and processes. 

How To Join Our Team 

To start a conversation on how we can serve you, please contact us at hello@prinvestadvisors.com or give us a call at 507-535-3542.