Job Description

Investment Advisor Administrative Assistant

Location: San Juan, Puerto Rico

Employment Type: Full-time

Compensation: $30,000/year

Reports to: CEO / Advisory Team Lead

Join a respected wealth investment advisory firm dedicated to delivering personalized financial planning, portfolio management, and long-term wealth strategies. We pride ourselves on outstanding client service, integrity, and data-driven decision making.

Role Overview:

We are seeking a highly organized, proactive, and detail-oriented Investment Advisor Administrative Assistant to support our advisory team. In this role, you will act as a bridge between clients, advisors, operations, and other stakeholders-ensuring smooth client experiences and efficient internal operations.

Key Responsibilities:

• Serve as the primary contact for client inquiries via phone, email, and in-person
• Manage advisor calendars: schedule meetings, conference calls, prepare materials
• Prepare and distribute client correspondence, reports, and presentations
• Assist with onboarding: opening accounts, processing documentation, compliance forms
• Collaborate with operations/back-office teams to initiate and monitor trades
• Maintain client and prospect databases/CRM, ensuring data integrity
• Generate and analyze regular and ad-hoc reports (performance, billing, summaries)
• Coordinate travel arrangements and expense reimbursements for advisors
• Assist with marketing, newsletters, mailings, and event coordination
• Execute administrative tasks: filing, scanning, office supplies, document management
• Support projects and special initiatives as needed

Qualifications/Requirements:

• Bachelor's degree preferred (or equivalent experience)
• 2+ years in administrative support (preferably in financial services/wealth management/investments)
• Strong proficiency in Microsoft Office (Excel, PowerPoint, Word)
• Experience with CRM systems or financial planning tools is a plus
• Excellent verbal and written communication skills
• Strong organizational skills: multitasking, prioritizing, meeting deadlines
• High level of discretion, professionalism, and ability to handle sensitive information
• Comfortable working collaboratively across multiple teams

Benefits & Perks:

• Competitive salary
• Health, dental, vision, retirement/401(k)
• Paid time off and holidays
• Professional development and licensing/certification reimbursement
• Supportive, collaborative team culture

If you're a motivated professional who thrives in a dynamic financial services environment and excels in organization and client service, we'd love to hear from you!

Apply today for this rewarding career opportunity in San Juan, PR!

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