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Prime Capital Financial · 1 week ago

Advisor Support Associate

Overland Park, KS

Full-time

Onsite

Entry Level

1+ years exp

Prime Capital Financial is seeking an Advisor Support Associate to support their advisory team. The role involves coordinating client service activities, preparing meeting materials, and providing direct support to the Director of Retirement Investment Plan Strategy.

Asset ManagementFinanceFinancial ServicesWealth Management

Hiring Manager

Amanda Dugger

Responsibilities

Assist advisors with day-to-day service needs for retirement plan and wealth management clients

Prepare, update, and organize quarterly review reports, investment summaries, and meeting packets

Support participant-level services, including enrollment meetings, educational sessions, and follow-up communications

Respond to client inquiries promptly and professionally, ensuring a positive client experience

Assist with preparing investment research, fund analysis, and market commentary for internal and client-facing use

Help update and maintain investment review templates, IPS documents, watchlists, and fund monitoring tools

Coordinate data requests, reporting cycles, and project timelines related to the firm’s investment strategy initiatives

Provide administrative and operational support to ensure smooth execution of investment committee activities and deliverables

Help track industry trends, product changes, and regulatory updates relevant to retirement plan investment oversight

Maintain accurate client records, files, and CRM updates

Process service requests such as distributions, rollovers, contributions, and account maintenance

Coordinate with custodians, recordkeepers, and internal departments to ensure timely completion of tasks

Track outstanding items and ensure advisors remain informed of service progress

Assist with scheduling and preparing materials for enrollment meetings and financial wellness sessions

Support marketing and communication efforts for participant outreach, reminders, and follow-ups

Monitor enrollment trends and support advisors in identifying opportunities for participant engagement

Create and refine report templates, including quarterly review packs and benchmarking documents

Maintain documentation standards, ensuring compliance with internal procedures and industry regulations

Help ensure timely delivery of reports and materials to advisors and clients

Qualification

Financial services experienceClient support experienceMicrosoft Office SuiteCRM tools proficiencyOrganizational skillsCustomer-centric mindsetWritten communicationVerbal communicationTime-management skills