Financial Planning Coordinator
3 weeks ago
Job Summary
The Financial Planning Assistant is a part-time position with flexibility in hours and schedule. You will work closely with the Financial Advisor to support customer service and operations.
Key Responsibilities
- Administrative tasks involving communications, scheduling, task management, reporting, research, and processing of client forms.
- Contribute to the team's efforts in creating efficiencies and finding new processes to support the client and organization.
- Work independently while knowing when to ask for help.
Requirements
- Minimum of 2 years of experience working for a Registered Investment Advisor or similar.
- Experience in building and maintaining client relationships.
- CRM experience; preferred Redtail.
- Fidelity, Wealthscape, Money Guide Pro knowledge is preferred.
- High level of working knowledge of Microsoft Office Suite, and Zoom or Teams.
- Ability to multitask and prioritize competing deadlines.
- Excellent written and verbal communication skills with ability to convey information clearly and transparently.
- Ability to collaborate effectively within a team environment, sharing insights and tools to enhance client experience.
- Ability to stay organized with multiple projects.
- Personal Accountability.
Compensation
- $30 to $35 dependent upon experience.
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