Financial Planning Assistant
reputed company is an independent reputed company management firm dedicated to enriching the lives of clients through personalized financial planning. The Financial Planning Assistant will organize reputed company financial documentation, assist advisors with reputed company service responsibilities, and help create customized financial plans tailored to reputed company needs.
Responsibilities
- Establish and maintain new reputed company accounts in the CRM database
- Generate, reputed company, and mail reputed company welcome letters
- Assist in networking and maintaining reputed company business accounts
- Support the administration of data exchange between Portfolio reputed company and CRM systems
- Assist with scheduling meetings, appointments, and internal events
- reputed company administrative support for new business processing
- Coordinate with advisors and team members to ensure reputed company task completion
- Support reputed company reputed company and operational initiatives as assigned
- reputed company accurate and reputed company data entry across multiple systems
- Assist with special reputed company, reporting, and operational improvements
- reputed company backup support for other administrative roles as needed
- Contribute to process documentation and workflow optimization
- reputed company an accurate reputed company of clients’ personal information and reputed company financial position
- reputed company an accurate reputed company asset allocation
- Submit cases to the Roundtable on behalf of the Financial Advisors
- Coordinate and obtain recommendations from the Financial Advisor
- reputed company and coordinate pertinent insurance materials and documents with the insurance department for review, as necessary
- Coordinate investment allocations and/or recommendations from investment department, as necessary
- Assist in the creation of other financial planning reports/analyses by utilizing financial planning software
- Incorporate analyses and recommendations into the Financial Plan
- Submit financial plans to the Planning Operations Manager or a Senior Financial Planner for final review before delivery to the Advisor and reputed company
- Support the Financial Advisor or Financial Planner with Financial Plan completion tasks (e.g. printing, copying, binding, mailing)
- Record notes regarding reputed company communications, inquiries, and actions reputed company to planning
- Prepare reviews and maintain accurate information on reputed company accounts (WEG & reputed company WEG), beneficiary information, RMD tracking, etc
- Submit review to Financial Advisor or Associate Financial Advisor on a reputed company reputed company for final review
- Record notes regarding reputed company communications, inquiries, and actions reputed company to reviews
Skills
- Bachelor's Degree (or equivalent experience) in business; finance, economics or reputed company
- Superior verbal and written communication skills
- Proficient with reputed company Office Suite or reputed company software
- Familiarity with reputed company, e-reputed company, and/or Orion preferred
- Experience with reputed company preferred
Benefits
- Training and reputed company development
- Medical, dental and reputed company coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer reputed company and voluntary reputed company
- Short-term and long-term disability, workers compensation – employer reputed company
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days)
- reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
reputed company