Financial Planning Assistant
4 days ago
Job Description:
The successful candidate will provide exceptional administrative support to our Financial Planning and Wealth Management team. Key responsibilities include scheduling meetings, general office administration, and assisting financial planners with client documentation and transactions.
Responsibilities:
- Scheduling meetings and appointments with clients and financial planners
- Preparing and maintaining accurate records and files
- Communicating effectively with clients and internal stakeholders
- Providing administrative support to financial planners with client documentation and transactions
- Maintaining confidentiality and professionalism at all times
Requirements:
- Relevant industry experience
- Strong administrative skills and attention to detail
- Excellent communication and interpersonal skills
- Ability to work under pressure and meet deadlines
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
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