Financial Planning AssistantJob Summary
Launch your career as a Financial Planning Assistant, where you will play a key role in supporting financial advisors and helping clients work toward their financial goals. In this collaborative role, you will assist with preparing financial plans, gathering and analyzing client information, maintaining accurate records, and ensuring a seamless client experience. Your attention to detail, organizational skills, and passion for financial planning will contribute to delivering exceptional service and supporting clients on their financial journey.
Responsibilities
- Assist financial advisors in preparing comprehensive financial plans and recommendations based on client goals and financial data.
- Gather, organize, and maintain client financial information, ensuring accuracy and completeness.
- Utilize financial planning software to input data, generate reports, model scenarios, and prepare planning presentations.
- Prepare paperwork for account openings, transfers, beneficiary updates, and other client service requests.
- Schedule client meetings, prepare meeting materials, and document follow-up action items.
- Maintain accurate client records and documentation in accordance with firm policies and regulatory requirements.
- Monitor client accounts for administrative follow-up, outstanding requests, and required documentation.
- Coordinate with custodians, insurance companies, and other financial institutions to facilitate client transactions and account servicing.
- Support advisors with ongoing client reviews by updating financial information and preparing review reports.
- Provide exceptional client service by responding to inquiries, assisting with routine requests, and ensuring timely communication.
Requirements
- Previous experience in financial services, financial planning, banking, wealth management, or a related administrative role preferred.
- Proficiency with financial planning and CRM software, as well as Microsoft Office Suite (especially Excel).
- Strong organizational skills with exceptional attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Analytical mindset with the ability to interpret financial information and prepare planning materials.
- Ability to manage multiple priorities in a fast-paced environment while maintaining confidentiality.
- Ability to work independently and collaboratively within a team.
- Series 65, Series 66 is preferred, or willingness to obtain licensing, depending on role responsibilities.
If you are organized, detail-oriented, and passionate about helping clients achieve their financial goals through exceptional planning support, we'd love to have you join our team. As a Financial Planning Assistant, you'll be an integral part of delivering a high-quality client experience while supporting advisors in building lasting client relationships.
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- Paid time off
- Retirement plan
Work Location: In person
