Financial Services of America Benefits Overview

Support the compliance team by managing office workflows, maintaining client and regulatory documentation, updating CRM records, liaising with vendors and clients, assisting financial advisors, and collaborating with leadership to improve processes and ensure regulatory adherence.

Support financial advisors by preparing client meeting materials, managing client communications and account servicing, maintaining accurate data in the CRM, coordinating service workflows, preparing investment summaries, and adhering to compliance and firm procedures.

Oversee daily office operations and workflows, coordinate schedules and meetings, maintain client documents and CRM records, support financial advisors, onboard and train new hires, liaise with vendors and clients, and implement process improvements to ensure efficient, professional client service.