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Support Advisor - Pathway Financial Advisors

gallagher-flynnand-companyNew York, NY

💰 $65,000 – $130,000/yrFull-time

Quick Summary

Support Advisor role at Pathway Financial Advisors providing client service support and administrative assistance in South Burlington, Vermont.

Skills & Keywords

financial planningclient serviceCRM managementcompliance

Compensation & Benefits

Total rewards package

Gallagher, Flynn, & Company, LLP has been retained to conduct this search. Interested candidates may apply by sending a resume and cover letter. While we appreciate all interest in this exciting opportunity, only candidates most closely aligned with our search will be contacted.

Benefits included

Disability

Disclaimer: What is listed above is representative of the position's responsibilities but is not meant to be an exhaustive list. Responsibilities may change during employment at the company's discretion. Gallagher, Flynn & Company, LLP and our client do not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factors.

Description

Provide high-level client service assistance.
Prep and participate in client meetings (in-person or remote). This may include preparing reports, meeting with the lead advisor, reviewing client accounts, updating financial planning software, ensuring appropriate documents are on file, requesting necessary documents to ensure compliance documents are up to date, and reviewing past meeting minutes, etc.
Take point on follow-ups from client meetings. Add tasks to CRM and coordinate any follow-up that cannot be done independently. Create a follow-up email.
Respond to ad hoc client inquiries that come in via email, phone, or walk-in.
Engage in trading/allocation maintenance when needed and based on comfort level.
Manage the client service calendar proactively based on pre-determined operations schedules.
Monitor ongoing cash needs, RMDs, contributions, and distributions.
Update client information in applicable applications. This includes but is not limited to: Portfolio Missions, CRM, document management system, custodians, compliance documents, etc.
Review monthly billing to confirm accuracy and provide updates to the billing specialist as necessary.
Serve as a liaison to other professionals on the clients’ behalf.
Create reports and review as needed. These requests can be a result of an upcoming client meeting, a follow-up from client, or an operations need.
Collaborate with team members on firm projects.
Minimum ExperienceBachelor's degree, background in a client-facing role (ex: Paralegal, tax professional). Having expertise in individual taxation is a bonus.
Credentialsnone required.
Key Qualities and SkillsRelationship-focused, strong communication skills, driven to help clients, problem-solving abilities, customer service skills, ability to work independently, and commitment to lifelong learning.
Health and dental insurance.
Self-managed PTO.
401(k) retirement plan with a 3% company contribution.
Profit sharing.
Work-life balance: hours can flex with your lifestyle, a typical work week of 40 - 45 hours.
Ongoing learning opportunities within a collaborative team.
Company-sponsored continuing education and certification programs - you can pursue a CFP certification if desired.
From Memorial Day to Labor Day, the day ends at Noon on Friday (whenever possible).
Community service and team-building events.