Operations and Planning Associate
2 weeks ago
Conduct research to support financial planning strategies.
- Assist in the preparation of informative and engaging PowerPoint presentations for client meetings.
- Provide administrative support to ensure smooth operations.
- Assist with required client paperwork preparation.
- Master systems such as CRM, custodian, and other financial planning programs.
- Basic Understanding of Financial Concepts: A basic understanding of financial terminology and concepts will be advantageous in supporting the planning team.
- Excellent Organizational Skills: The ability to efficiently manage multiple tasks, prioritize responsibilities, and maintain meticulous attention to detail is essential in this role.
- Strong Communication Skills: Clear and effective communication, both written and verbal, is crucial for interacting with team members and clients.
- Proficiency in Office Software: Familiarity with Microsoft Office suite (Word, Excel, PowerPoint) and other relevant software tools is important for completing administrative tasks and preparing client presentations.
- Resourcefulness and Problem-Solving Abilities: The capacity to think critically, solve problems independently, and adapt to changing priorities is highly valued in our fast-paced environment.
- Customer Service Orientation: A friendly and professional attitude, along with a commitment to providing exceptional service to both internal and external stakeholders, is key.
- High Level of Autonomy: The ability to take ownership of tasks, work independently, and make decisions confidently is important, given the level of autonomy expected in our office culture.
THIS IS NOT A REMOTE POSITION.
Pay: $58,000.00 - $68,000.00 per year
**Benefits**:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Experience level:
- 1 year
- 2 years
- Under 1 year
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No nights
Application Question(s):
Work Location: In person
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