Personal Financial Planner Assistant
4 days ago
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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