Financial Advisor Assistant

• Assist financial advisors in processing loan applications, insurance policy renewals, endorsements, and new

• Ensure accuracy and compliance in all documentation.
• Communicate effectively with clients, lenders, insurers, and third parties.
• Provide general administrative support to maintain smooth office operations.

• A detail-oriented and highly organized individual.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks efficiently in a fast-paced environment.
• Previous experience in financial services, administration, or a related field is a plus.

Flexible Work Options

This role offers flexible working arrangements. If you’re interested, give us a call to discuss how this opportunity can fit your schedule.