Classification: Accounting Clerk
Compensation: $50000.00 to $52000.00 yearly
My team is working with a Financial Advising firm to place their next Financial Planning Assistant! This Financial Planning Assistant position is paying up to $25/hr!
Main responsibilities for this Financial Planning Assistant includes:
- Inputting prospective clients into CRM
- Contacting clients and assisting with client requests
- Scheduling appointments
Please contact Malorie Askanas Graul at (303)694-9111 for more information on this Financial Planning Assistant position, and/or apply to this posting for immediate consideration! You can also find me and connect with me on LinkedIn searching “Malorie Askanas-Graul with Robert Half”