Financial Planning Coordinator

3 weeks ago


Glen Ellyn, Illinois, United States Claire Myers Consulting Full time

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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