Investment Advisor Assistant salaries

General clerical and administrative duties: Data entry, filing, distribute the mail, and any other assigned administrative duties/projects as assigned.

$65,000–$85,000 a year

Assist Investment Advisors with processing and confirming client transactions; Deal directly with all clients, provide quotes and execute trading orders;

$45,000–$50,000 a year

We offer competitive salaries as well as opportunities for professional and personal development. Greeting clients and handling client calls.

$42,000–$48,000 a year

Provide excellent client service to all inquiries, including quotes and client account related inquiries. This role will support a team of Investment Advisors/…

Handle incoming and outgoing phone calls with clients; We also support internal promotion and community involvement. Maintain Financial Advisor files; and.

Handle incoming and outgoing phone calls with clients; We also support internal promotion and community involvement.

$45,000–$55,000 a year