Personal Financial Planner Assistant

4 days ago


Westwood, Massachusetts, United States Edelman Financial Engines Full time

Job Description:

  • Coordinate client meetings and appointments, ensuring seamless communication and paperwork completion.
  • Supervise client account activity, researching and resolving any issues that may arise.
  • Prepare and review new account paperwork to ensure accuracy and completeness.
  • Verify accounts are traded into the correct model and assist operation teams as needed.

Requirements:

  • Two years of relevant experience in financial services, preferably with a Registered Investment Advisor or Broker/Dealer.
  • Bachelor's degree or equivalent experience.
  • Critical thinking, attention to detail, and multi-tasking skills required.
  • Able to adapt to changes in the work environment and handle challenging demands.

Location: This role is based in Norwood, MA, and offers opportunities for growth and development within the company.



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