Broker Check

Tyrus Meiss, Financial Advisor

(309) 467-3183

Vickie Clark, Financial Advisor

(309) 467-3183

Clark and Meiss Group

1928 S Main St.
Eureka, IL 61530

Advisor Assistant

The Advisor Assistant shall be responsible for providing support to Financial Advisors and helping achieve overall business goals, specifically focused on Financial Advisor support, client service, and processes, communicating with clients by phone and in person, processing checks, preparation of mailings and support of client events.  Duties will include scheduling client appointments, confirming client appointments and client appointment preparation.  The assistant will also be responsible for filing and follow up on business as systems dictate.

Requirements:  Pass background check. Maintain confidentiality.  Exhibit accuracy.

Preferred:  Bachelor’s Degree or applicable experience in the financial industry. Licensed with Series 7, 66 and as insurance producer.


  • Open and close office to service clients during business hours
  • Demonstrate ability to interact professionally with clients by phone and in person
  • Interact well with other office personnel, home office associates and other business relations
  • Maintain client files and all registered office files
  • Input and review logs
  • Process new account paperwork, including preparation, transfer, and database updates
  • Maintain procedures for client service effectiveness.
  • Process checks
  • Assist in client appointment preparation
  • Maintain client data integrity in Compass, Vision, Redtail and other systems. Maintain a working knowledge of technology and be resourceful as to how technology can assist with business goals
  • Prepare mailings and other communications in a timely manner
  • Assist with client events and other marketing support as needed
  • Order and maintain supply of current product and marketing materials
  • Complete all required training in a timely manner and recommend any additional training needed to be up to date and more effective with responsibilities
  • Strict adherence to client confidentiality policies and guidelines
  • Other duties as assigned.

Eligibility for Promotion to Advisor Associate

  • Effectively and efficiently handle all assigned duties
  • Request an opportunity for promotion
  • Obtain all required licenses
  • Demonstrate thorough understanding of client service systems and how they function
  • Interact effectively with clients and staff
  • Exhibit competency with team technology systems
  • Proactively assist with practice growth