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Varney Agency · 23 hours ago

Financial Advisor/Wealth Management Personal Assistant

Bangor, ME

Full-time

Onsite

Entry, Mid Level

2+ years exp

Varney Financial Services is seeking a professional, detail-oriented Financial Advisor / Wealth Management Personal Assistant to support our advisory team with high-level administrative, operational, and client-service responsibilities. This role ensures smooth daily operations, enhances the client experience, and allows advisors to focus on planning, portfolio management, and business development.

Financial ServicesInsurance

Responsibilities

Serve as a primary point of contact for clients with timely, professional communication

Schedule client meetings, prepare agendas, and manage follow-up tasks

Assist clients with onboarding, account paperwork, and service requests

Coordinate with custodians, broker-dealers, and third-party vendors as needed

Manage advisor calendars, appointments, and travel arrangements

Maintain accurate client records, files, and CRM data

Prepare client correspondence, reports, and presentations

Track workflows, deadlines, and compliance-related tasks

Assist with preparing financial plans, investment proposals, and review materials

Gather and organize client financial information (assets, liabilities, income, expenses)

Support account maintenance, transfers, distributions, and required documentation

Ensure all documentation meets regulatory, firm, and compliance standards

Handle sensitive client information with discretion and professionalism

Qualification

Financial services experienceMicrosoft Office proficiencyCRM experienceOrganizational skillsClient-first mindsetInterest in financial planningSeries licensesWritten communicationVerbal communicationProblem-solving skillsTime-management skillsReliabilityIntegrity