Advisor Support Specialist

Grand Rapids, MI
Advisor Services
Full Time
Join one of the fastest growing asset management firms in the United States.

Advisor Support Specialist

Description:

An Advisor Support Specialist must work quickly and efficiently to service the 300+ advisors in our network. It is imperative that they answer phone calls and emails promptly and professionally. Company information must be retained, as the Advisor Support Specialist must be able to assist with all incoming inquiries. Knowledge in finance will be extremely helpful. Account tracking must be done in real time via an internal account tracking system. Accurate account tracking creates transparency among all team members and will result in a very organized and professional environment. A general understanding of each custodial platform and proper account documentation is required.

Core Daily Activities

    • Assist advisors with any questions or concerns they have over the phone and through email
    • Provide extremely friendly and accurate service
    • Work closely with each custodian and vendor to resolve any client or advisor issues
    • Understand custodial forms and correctly identify any errors on advisor submitted documents
    • Track all account data on provided spreadsheets and tracking systems
    • Communicate all outstanding requirements to the advisor
    • Develop and improve ways to become more efficient

Requirements

    • BA degree in Finance, Marketing or Accounting preferred but not required
    • 2-4 years of experience in the Financial Industry preferred but not required

Management

    • The Advisor Support Specialist will report directly to the Senior VP of Advisor Services. Meetings will be held weekly, both one-on-one and in a group setting.
About us

FormulaFolio Investments is a Registered Investment Advisor (RIA) that uses money management algorithms to eliminate emotion from the investment processes and empower financial advisors to better serve their clients.

Founded in 2011, FormulaFolios serves hundreds of financial advisors and thousands of clients nationwide, managing over $3.3 billion in assets. It has been named to the Inc 5000 list of the fastest-growing private companies in America for the fifth consecutive year. We believe in doing good—for our clients and partners, our employees and our community. We strive to not only have a positive impact on our clients’ lives but also be socially and environmentally conscious so that we can provide value to the world around us. FormulaFolios is headquartered in Grand Rapids, MI with a second office in Costa Mesa, CA.

We offer premium, top-of-the-line benefits with paid vacation and a great work schedule.