The below job description outlines the responsibilities for the Financial Planning Assistant:
Preferred but not required:
- 2+ years of experience in a fast-paced financial office environment
- Financial Industry experience
- MS Office Suite, specifically Excel, and PPT
- Desire to obtain long-term employment
Who We're Looking For:
We're looking for someone who doesn't wait to be told what to do—you naturally take initiative, stay productive, and thrive in a fast-paced environment.
You are:
- Highly competent and exceptionally organized.
- A self-starter who takes ownership of your work from day one.
- Someone who enjoys staying busy and finds satisfaction in checking off your to-do list.
- Proactive—when you've completed your responsibilities, you're already looking for the next way to help or improve a process.
- A quick learner who can pick up new systems and procedures with minimal direction.
- Detail-oriented to the point that mistakes bother you.
- Focused and professional—you aren't glued to your cell phone during the workday because you're invested in doing great work.
- The type of person who takes pride in exceeding expectations rather than simply meeting them.
If you're happiest in an environment where there's always something to accomplish, you love solving problems, and you're the person others rely on to get things done, we'd love to meet you.
Responsibilities:
- Greet clients and visitors, providing a warm, professional first impression
- Manage and respond to phone calls, emails, and general correspondence
- Schedule and coordinate client meetings, appointments, and internal events
- Maintain accurate client records and assist with CRM data entry
- Prepare, process, and track client paperwork and service requests
- Assist with account onboarding, document preparation, and custodial follow-up
- Provide general administrative support to advisors and operations team
- Monitor office supplies and coordinate with vendors as needed
- Assist with special projects, compliance tasks, and event planning as directed
This position offers an opportunity to work in a dynamic and fast-paced environment where you will contribute to strategic decision-making processes. We offer competitive compensation and benefits packages, including health insurance, retirement plans, and professional development opportunities. If you are a motivated individual with a passion for data analysis and financial planning, we encourage you to apply.
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Pay: $20.00 - $25.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Work Location: In person
