Financial Planning Coordinator
2 weeks ago
We are seeking a detail-oriented and customer-focused professional to provide financial advice and support to clients, helping them achieve their financial goals.
Key Responsibilities:- Assist clients with financial planning and investment decisions.
- Provide information on various financial products and services.
- Assess clients' financial needs and recommend suitable products.
- Manage client accounts and maintain accurate records of transactions.
- Conduct market research to stay updated on financial products and trends.
- Handle client inquiries and resolve issues promptly.
- Prepare financial reports and documentation.
- Work closely with senior financial advisors to develop and implement financial plans.
- Ensure compliance with all financial regulations and company policies.
- Build and maintain strong client relationships through excellent customer service.
Requirements:
- No prior experience is required, but it is a plus.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Detail-oriented with a high level of accuracy.
- Proficiency in using financial software and tools.
- High school diploma or equivalent; a degree in finance, economics, or a related field is preferred.
- Willingness to learn and grow within the company.
Compensation: We offer a competitive salary of $45,000 - $60,000 per year, depending on experience.
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