Financial Planning Assistant

The Financial Planning Assistant provides administrative, operational, and client service support to the Financial Advisor by coordinating meetings, preparing financial planning materials, processing account transactions, maintaining client records, and ensuring accurate documentation. This role serves as a key point of contact for clients, helping deliver an exceptional service experience while supporting compliance with company and regulatory requirements.

The ideal candidate is highly organized, proactive, detail-oriented, and able to manage multiple priorities in a fast-paced environment.