Financial Advisor Assistant

Overview

We are seeking a motivated and detail-oriented Financial Advisor Assistant to join our team in Sacramento. This is a full-time, in-office role that plays a vital part in supporting the day-to-day operations of our financial services practice. The ideal candidate will have strong organizational skills, a proactive mindset, and excellent communication abilities.

• Maintain and update client records in the CRM system
• Prepare paperwork for new and existing client accounts
• Process business transactions accurately and in a timely manner
• Maintain and update monthly logs and internal tracking systems
• Schedule client meetings and manage the advisor's calendar
• Serve as the primary point of contact for client communications via phone, email, and in person
• Answer incoming calls and route messages appropriately
• Assist with general administrative duties and office support tasks as needed
• Ensure compliance with internal procedures and industry regulations

• Prior experience in a financial services or professional office environment preferred
• Strong organizational and time management skills
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite and CRM systems (experience with Redtail, Salesforce, or similar platforms is a plus)
• Ability to maintain confidentiality and professionalism
• High attention to detail and accuracy

• This is a full-time, in-office position based in Sacramento, CA
• Standard business hours, Monday through Friday

• Competitive salary based on experience (range $50,000-$70,000)
• Benefits package available (details provided during interview process)

Interested candidates should submit a resume and a brief cover letter outlining relevant experience and interest in the role.

Allison Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.