Advisor Support Specialist

About the Role:

Vanderbilt Financial Group is looking for a Financial Advisor Support Specialist to play a crucial role in assisting multiple advisors, allowing them to focus on client relationships and business growth. This position provides virtual support to advisors by managing client documentation, handling account maintenance, and ensuring a seamless operational experience. If you are detail-oriented, proactive, a fast learner, and enjoy working in a dynamic financial services environment, we encourage you to apply!

Key Responsibilities:

Prepare, review, and process new accounts and maintenance paperwork with high accuracy.
Submit, track, and follow up on documentation to ensure timely completion.
Communicate with internal US teams to gather necessary information.
Build strong working relationships with internal teams.
Run reports, conduct research, and support special projects.
Learn and adapt to new technology platforms to enhance operational efficiency.

What We’re Looking For:

Highly motivated and proactive with a strong sense of initiative.
Dependable, detail-oriented, and organized, with excellent time management skills.
Ability to multitask and prioritize in a fast-paced environment.
Strong written and verbal communication skills with a personable approach.
Comfortable learning and implementing new technologies.
Ability to handle confidential information with discretion.

Why Join Us?

Work in a dynamic and growing financial services firm.
Gain experience supporting financial advisors and clients.
Opportunity to develop your skills in an evolving industry.
Be part of a collaborative and professional team environment.
Job Type: Full-time

Benefits:
401(k)
Health insurance
Paid time off

Experience:
Financial Services or Banking experience preferred