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Axiom Staffing Group · 20 hours ago

Financial Advisor Assistant - Part Time

Savannah, GA

Full-time, Part-time

Onsite

New Grad, Entry Level

$21/hr - $23/hr

Axiom Staffing Group is seeking a Client Service Associate to support both advisors and clients in daily operations. The role involves managing client records, performing data entry, and utilizing Microsoft Excel extensively to ensure accurate and professional service.

ConsultingCRMDeliveryHuman ResourcesInformation TechnologyStaffing Agency

Work & Life Balance

Responsibilities

Build and maintain strong relationships with clients through friendly and professional communication

Access and manage confidential client records with discretion and accuracy

Perform data entry, complete paperwork, and maintain organized client files

Use Microsoft Excel extensively — creating and managing complex spreadsheets, categories, and formulas — to support client and firm operations

Utilize Outlook and other Microsoft Office applications daily

Prepare materials for annual client reviews and assist with marketing efforts

Transcribe meeting notes, scan documents, and manage records

Qualification

Advanced ExcelMicrosoft OutlookMicrosoft WordOrganizational skillsCommunication skills

Required

Advanced Excel skills required — applicants without this experience will not be considered (formulas, functions, formatting, data organization, and reporting are essential)

Proficiency in Microsoft Outlook and Word

Strong verbal, written, and interpersonal communication skills

Excellent organizational and time management abilities