Vanderbilt Securities

Advisor Support Specialist

Please login or register as jobseeker to apply for this job.

: TYPE OF WORK

Full Time

: SALARY

86,040 PHP per month

: HOURS PER WEEK

40

: DATE UPDATED

Jul 23, 2026

JOB OVERVIEW

Join Vanderbilt Financial Group
Vanderbilt BPO ("Vanderbilt" or the "Firm") is seeking a highly organized, detail-oriented, and professional Advisor Support Specialist to join our Operations and Concierge teams.

This is a full-time, fully remote position supporting our United States-based Operations team. The successful candidate will assist advisors and internal departments with account opening, maintenance, operational processing, and client service while maintaining the highest standards of professionalism, confidentiality, and accuracy.

This role is ideal for someone who thrives in a fast-paced environment, enjoys multitasking, takes ownership of their work, and requires little day-to-day supervision.

Primary Responsibilities
• Prepare new account paperwork and maintenance forms with accuracy.
• Utilize DocuSign for electronic signatures.
• Process operational requests and vendor follow-up.
• Answer concierge phone calls professionally.
• Prepare welcome letters and OFAC searches.
• Learn multiple financial platforms.
• Build strong relationships with advisors and internal teams.
• Complete additional operational projects as assigned.

Preferred Qualifications
• FINRA licensing OR
• 3–5 years of revelant financial services experience

If you do not have FINRA licensing, this will be required to be obtained within 6 months of hiring. VFG will provide study materials.

About You:
You are someone who enjoys being busy and takes pride in staying organized in a fast-moving environment. You understand that details matter and that the success of the team depends on consistent follow-through and accountability.
• Exceptional attention to detail.
• Strong multitasking and organizational skills.
• Ownership and accountability.
• Ability to work independently.
• Excellent communication skills.
• Professional customer service.
• Maintain confidentiality.
• Microsoft Office and DocuSign proficiency.
• Ability to learn new technology.
• Reliable follow-through.

Growth Opportunities
Vanderbilt promotes from within. Employees may pursue additional FINRA licensing, increased responsibilities, and performance-based compensation growth.

Compensation & Benefits
• Base Salary: 86,040 PHP per month
• Fully remote
• 13th Month Pay
• Licensing opportunities
• Performance-based compensation growth

Schedule
Monday–Friday
9:00 AM – 6 PM U.S. Eastern Time
10:00 AM – 7:00 PM U.S. Eastern Time
Shift will be dependent on the department

Important Notice
If hired outside employment from VFG is not permitted.

SKILL REQUIREMENT

Data Entry Customer Service Time Managment

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Vanderbilt Securities

Advisor Support Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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