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Financial Planning Coordinator

Description

Top tier Financial Planning firm seeking a Practice Assistant to take on special projects, client customer service and executive support. The ideal candidate has experience at a Financial Planning firm, can process new business, create in depth client profiles and can manage high stakes projects (implementing new website).




About the Client:


  • Fantastic team with longevity

  • Newly created position because of work load

  • Flexible work hours, 40 hours per week

  • Great Roth IRA benefits

  • Bonus based on performance


Primary Responsibilities:


  • Customer Service- extreme professional who can handle affluent clients

  • Analysis- prepare client profiles, create campaigns based on data

  • Executive Support- Assist top tier financial planning professionals

  • Project Management- Lead projects to get office back on track

  • Technology- Use Linkedin, Facebook and or social media for data on potential clients


Ideal Candidates:


  • In process of or interest in obtaining Series 6

  • ALHC Certification (or interest in obtaining)

  • Experience in a Financial Planning environment

  • Knowledge of Financial Planning jargon

  • Tech savvy & creative

  • Familiar with LinkedIn, Facebook and Twitter for business purposes

  • Analytical thinking

  • Ability to empathize with client need

  • Experience in an office setting

Requirements

  • Customer Service- extreme professional who can handle affluent clients

  • Analysis- prepare client profiles, create campaigns based on data

  • Executive Support- Assist top tier financial planning professionals

  • Project Management- Lead projects to get office back on track

  • Technology- Use Linkedin, Facebook and or social media for data on potential clients

Job Snapshot

Location US-OH-Columbus
Employment Type Full-Time
Pay Type Year
Pay Rate $50,000.00 - $60,000.00 /Year
Store Type Admin - Clerical
Other Compensation: 0
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Company Overview

Creative Financial Staffing

CFS is a leading, employee-owned staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance & IT professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. Learn More

Contact Information

US-OH-Columbus
Rian Medina
614-343-7808
Snapshot
Creative Financial Staffing
Company:
US-OH-Columbus
Location:
Full-Time
Employment Type:
Year
Pay Type:
$50,000.00 - $60,000.00 /Year
Pay Rate:
Admin - Clerical
Store Type:

Description

Top tier Financial Planning firm seeking a Practice Assistant to take on special projects, client customer service and executive support. The ideal candidate has experience at a Financial Planning firm, can process new business, create in depth client profiles and can manage high stakes projects (implementing new website).




About the Client:


  • Fantastic team with longevity

  • Newly created position because of work load

  • Flexible work hours, 40 hours per week

  • Great Roth IRA benefits

  • Bonus based on performance


Primary Responsibilities:


  • Customer Service- extreme professional who can handle affluent clients

  • Analysis- prepare client profiles, create campaigns based on data

  • Executive Support- Assist top tier financial planning professionals

  • Project Management- Lead projects to get office back on track

  • Technology- Use Linkedin, Facebook and or social media for data on potential clients


Ideal Candidates:


  • In process of or interest in obtaining Series 6

  • ALHC Certification (or interest in obtaining)

  • Experience in a Financial Planning environment

  • Knowledge of Financial Planning jargon

  • Tech savvy & creative

  • Familiar with LinkedIn, Facebook and Twitter for business purposes

  • Analytical thinking

  • Ability to empathize with client need

  • Experience in an office setting

Requirements

  • Customer Service- extreme professional who can handle affluent clients

  • Analysis- prepare client profiles, create campaigns based on data

  • Executive Support- Assist top tier financial planning professionals

  • Project Management- Lead projects to get office back on track

  • Technology- Use Linkedin, Facebook and or social media for data on potential clients

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Financial Planning Coordinator Apply now