Investment Advisor Assistant - Charles Schwab Experience

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Investment Advisory Assistant – Must Have Charles Schwab Experience (Remote, U.S. Based) Job Type: Contract (Full-time or Part-time) Location: Remote (Must reside in the U.S.) Background Check Required About the Role: We seek a detail-oriented and professional Investment Advisory Assistant with Charles Schwab experience to support our firm’s daily operations. The ideal candidate is highly organized, client-focused, and comfortable handling administrative and account-related tasks in a financial services environment. Key Responsibilities: ✅ Client Account Management – Open, process, and track new investment accounts via Charles Schwab’s platform. ✅ Email & Client Communication – Respond to client inquiries professionally and promptly. ✅ Scheduling & Meeting Coordination – Set up client meetings and follow up as needed. ✅ Document Management – Track, file, and maintain compliance-related paperwork. ✅ Operational Support – Assist with standard advisory office duties, ensuring smooth day-to-day operations. Requirements: ✔ Experience with Charles Schwab’s advisor platform (essential). ✔ Background in investment advisory support or financial services required. ✔ Strong understanding of client confidentiality and compliance protocols. ✔ Excellent communication and organizational skills. ✔ Proficiency in email management, scheduling tools, and CRM systems. ✔ Must reside in the United States and pass a background check. Preferred Qualifications:

Keyword: Customer Support

Customer Service Administrative Support Form Development Email Communication Light Project Management File Management File Maintenance Communications Microsoft Excel Data Entry