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Advisory Support Specialist

United States, Davenport · Job Posted March 14, 2026
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Job Description

Contract‑to‑hire opportunity ideal for a detail‑oriented professional who enjoys providing operational and customer support within financial services.

Job Responsibility

  • Review and process new account applications, transfers, re‑registrations, and account maintenance requests
  • Enter client and transaction information into internal systems
  • Handle advisor service inquiries via phone and email
  • Review paperwork for completeness, accuracy, and regulatory compliance
  • Maintain accurate and organized electronic records
  • Partner with Compliance to resolve documentation issues or missing information
  • Serve as a primary point of contact for advisors regarding account service needs
  • Communicate clearly and professionally with advisors and their staff
  • Provide timely status updates on pending requests and transactions
  • Follow up proactively on outstanding items to ensure timely and accurate completion
  • Support special projects and departmental initiatives

Requirements

  • Strong customer service skills and professional communication
  • High attention to detail and strong organizational abilities
  • Ability to prioritize multiple tasks and meet deadlines
  • Problem‑solving and critical‑thinking skills
  • Proficiency with Microsoft Outlook, Excel, and Word
  • Bachelor’s degree preferred
  • relevant experience also considered

Nice to have

  • Experience with workflow or document management systems
  • Experience within financial services operations, brokerage, or RIA support
  • Knowledge of brokerage account types and registration requirements
  • Understanding of regulatory documentation standards

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

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