Location: East Providence, RI

Employment Type: Full-Time

Libre Advisor Network seeks a Financial Advisor Support Specialist to assist our growing organization with business processing, account servicing, and administrative duties. The successful candidate will serve as our financial advisors' first point of contact and assist with generating account paperwork for new and existing client accounts. This position offers a dynamic, fast-paced work environment and requires a strong focus on organization, communication, and the ability to learn new things efficiently.

Advisor Support & Communication:

Serve as our advisors' primary point of contact, handling inquiries via phone, email, and our in-house communication platform. Assist advisors with opening and servicing client accounts, ensuring smooth communication and follow-up.

Business Processing:

Assist our Director of New Business with paperwork generation, account servicing, and maintaining the status of open items.

Quality Control & Compliance:

Review and ensure all paperwork, policies, and procedures comply with financial and compliance standards.

Administrative Duties:

Answering phones and performing light office management tasks, including ordering and restocking office supplies.

Team Collaboration:

Serve as a liaison to our advisors and their staff in Connecticut, New Hampshire, Massachusetts, Rhode Island, Vermont, and Washington.

Marketing Support:

Approximately 10-20% of your time may be spent assisting other team members and advisors with their marketing initiatives. Participate in ad-hoc projects as needed.

Education:

Bachelor’s Degree preferred.

Experience:

Approximately two to four years of professional experience in financial services or a similar industry (such as medical records administration in the healthcare industry).

Skills and Competencies:

Detail-oriented with strong organizational skills and the ability to handle multiple tasks and prioritize effectively. Must be a motivated self-starter, resourceful, and dedicated to providing exceptional service to our advisors. Proficiency in Microsoft Office applications and/or Google Workspace. Familiarity with social media platforms (e.g. LinkedIn, Facebook, etc.) is a plus. We provide training on industry-specific or proprietary software and the other software in our tech stack.

• Approximately 15-20% travel may be required periodically.
• You must be able to pass an FBI background check.

To be considered for this role, please email your resume to careers@libreadvisor.com and we will contact you.

Please include the job title in the subject line, e.g., "Resume for Support Specialist Role."

We’re a growing team dedicated to helping financial professionals (financial advisors & planners) grow and streamline their practices to help them best serve their clients.

Libre Advisor Network offers a collaborative work environment where every team member is integral in helping us succeed in our mission. If you are looking for a rewarding career with opportunities for growth and flexibility, we would love to hear from you.