We are seeking an experienced Financial Advisor Assistant to support a U.S.-based financial advisory practice. The ideal candidate has a background in wealth management or financial advisory services with hands-on experience in 401(k) administration participant servicing and retirement account rollovers. If you are detail-oriented proactive and experienced in supporting U.S. financial services operations we encourage you to apply. Key Responsibilities Provide administrative and client service support to a U.S.-based financial advisor or Registered Investment Advisor (RIA). Assist with 401(k) plan administration participant inquiries and retirement account rollovers. Coordinate account transfers account maintenance and client onboarding. Liaise with financial institutions custodians and plan providers to follow up on pending requests. Maintain accurate client records and update CRM systems. Assist with client … Sign In to View