Description We are looking for a detail-oriented Financial Advisor Assistant to join our team in Farmington Hills, Michigan. In this role, you will support financial advisors by handling administrative tasks, assisting with investment account processing, and maintaining compliance standards. The ideal candidate will have a solid understanding of retirement accounts and investment products, coupled with excellent communication and organizational skills.

Responsibilities:
• Assist in processing mutual fund transactions and oversee trade execution to ensure accuracy.
• Manage applications and exchanges for variable annuities while maintaining compliance.
• Handle account transfers, rollovers, funding, and account updates with precision and timeliness.
• Collaborate with clients to address account servicing needs and maintain regular communication.
• Prepare necessary documentation for financial advisors and ensure its accuracy.
• Schedule and organize client mee...