Financial Services Assistant

Financial Services Assistant

Job brief:

Park Avenue Wealth Management is seeking an energetic individual to serve as a Financial Services Assistant, taking on a variety of administrative roles. This position oversees account setup, maintenance and filing requirements in accordance with firm and regulatory policies and procedures. The position will involve customer service, marketing, publicity and community relations. The ideal candidate will be highly organized, detail oriented, confident, capable and work with integrity. We are looking for someone that will enjoy being a part of a company that values their client relationships and wants to be active in the client’s community. Customer service and a commitment to excellence are a top priority.

 We are looking for an individual who has a great enthusiasm to help grow the business. Applicants must have knowledge in financial planning, exceptional communication skills, a keen eye for detail and be outstanding with follow through. Marketing and client service experience preferred as well.


  • Act as the point of contact between the advisor and clients
  • Screen and direct phone and email correspondence
  • Handle customer and vendor requests quickly and appropriately
  • Manage advisors schedule, planning meetings and appointments
  • Prepare required documents for client meetings
  • Process completed paperwork from customer meetings and follow through to ensure completion of client acquisition
  • Take ownership of customers issues and follow problems through to resolution
  • Keep accurate records and document customer service actions and discussions
  • Contribute in the implementation of marketing and public relations strategies
  • Organize and attend marketing activities or events to raise brand awareness
  • Assist with advertising and promotional campaigns for products or services on a variety of media
  • Communicate with vendors to promote success of activities that raise the community profile of our company



  • Strong computer literacy with the ability to learn business specific software
  • Willing to obtain Series 6 and 63 in 6-8 months
  • MS Office proficiency
  • Knowledge of investment and banking products, polices & procedures
  • Knowledge of office management systems and procedures
  • Marketing experience
  • Experience with social media, working with all digital media by editing content and digital files
  • Outstanding organizational and time management skills
  • Ability to multi-task and prioritize daily tasks independently
  • Advanced troubleshooting skills
  • Exceptional communications skills
  • Strong math skills
  • Candidate must be able to use discretion and keep information confidential
  • Maintain a pleasant and professional office environment
  • All other duties as assigned
  • Clearances will be required

To apply, please send your resume and a cover letter to: