Description Robert Half is seeking to hire a Advisor Support Coordinator for one of our dear (and growing) clients in the Financial Services space in the Quad Cities! This rare opportunity is available as their team implements a new line of business. We are seeking candidates with proven communication and organizational skills to partner with Advisors in gathering necessary documentation for their clients. This position is onsite and will be virtually supporting Advisors at different branch locations. The candidate for this position will be utilizing multiple databases to locate and gather pertinent documentation needed to support the Advisors for their clients' signatures. We are seeking candidates with proactive communication skills, the ability to self-manage tasks given the deadlines, and great customer service skills. Responsibilities: + Review, process, and follow up on various brokerage and non-brokerage account requests, including new accounts, transfers, and re-registrations. + Process new business by reviewing paperwork for completeness, entering client and transactional data into the database, and submitting paperwork to the appropriate vendors using fax, email, mail, or direct system entry. + Receive and process account service requests. + Follow up on pending requests to ensure all requests are completed accurately. + Communicate clearly, professionally, and courteously with registered representatives and their staff via phone calls and emails to resolve paperwork requirements/issues, account service requests, and firm policy-related questions. + Answer a multi-line phone system, take accurate messages, and transfer calls efficiently to the appropriate person. + Navigate various software platforms and websites to enter and collect data, resolve issues, and service client accounts. + Create departmental reports, reviews, and various analytical reports for supervisory review of company activity. + Perform other related duties as assigned. If this position sounds like you, give our team a call today at (563) 359-7535 - Paige, Christin and Erin are great points of contact for this opportunity! Requirements Required Skills & Competencies: + Effective Communication: Clear, professional verbal and written communication skills. + Customer-Centric Mindset: Proactive approach to delivering exceptional service. + Problem-Solving: Quick thinking and resourceful in resolving challenges independently. + Time Management: Ability to juggle multiple tasks while meeting deadlines with precision. + Technological Savvy: Comfortable navigating databases, software platforms, and data entry. + Attention to Detail: Meticulous in reviewing and processing documentation. + Adaptability: Open to learning new systems and adapting to changing priorities. + Team Collaboration: Positive and professional approach to working with advisors and teams. + Professional Phone Presence: Courteous and efficient with multi-line phone systems. Education/Training: + 2-year college degree (4-year degree and/or significant work experience preferred) + FINRA SIE, Series 6, 7, or 65 license (preferred, not required) TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .