Financial Advisor Assistant

Wallinger Financial Services in Stuart, NE  is seeking a highly motivated, detail-oriented Financial Advisor Assistant to support our fast-paced financial planning office. The ideal candidate will be the first point of contact for clients and a vital partner in helping us deliver exceptional service, manage client relationships, and ensure operational efficiency. Responsibilities include interacting with clients in person, over the phone and via email to answer questions and provide exceptional service. Managing calendars, scheduling client meetings and handling incoming and outgoing correspondence. Preparing new account paperwork, processing client service requests, and maintaining client files in compliance with regulations. Updating and maintaining client data within our CRM system. Experience is preferred but not required. We will train the correct person. Competitive pay and benefits. Paid time off and professional development opportunities. Please email resumes to jay@wallingerfinancial.com, drop it off in person, or mail it to PO Box 318, Stuart, NE 68780.