Financial Analyst - Entry LevelCompensation:
$14.92 to $17.27 hourly
Our client is looking to fill a temporary to permanent Planning Analyst. The Planning Analyst will work with financial advisors in many aspects of the financial planning process including reviewing, analyzing, and preparing financial analyses and spreadsheets for clients. This person will review financial documents, insurance policies, tax return, wills and other client documents used in the financial planning process. This is a non- client facing role that is working on analyst computer work 90% of the day. Key Responsibilities: 1. Planning Analyst Work: a. Retreive and print client data needed to prepare assigned client appointment reports. b. Review and interpret client's financial statements, employer benefit and retirement plan statements, legal documents and any other data needed in order to be able to input data into spreadsheets and financial planning software accurately and efficiently. c. Follow up with clients by phone or letter as necessary to request any missing data. d. Prepare all assigned Portfolio Managemtent Tool or PMT (Software used to create investment performance reports) and Portfolio Balance reports for semi-annual planning clients and annual non-planning clients in Excel for client appointments. e. Prepare all assiged annual NaviPlan Review documents in Excel. The Planning Analyst should be able to complete the NaviPlan using internal statements and reports and the client worksheet containing financial data the client provides. The analyst should also be able to add comments, strategies and recommendations utilizing the NaviPlan paragraph template and their own ideas. The NaviPlan should be completed proficiently and with limited advisor input. f. Prepare all new financial plans using the corporate provided financial planning software (currently NaviPlan) according to the NaviPlan procedure and checklist developed by advisors and planning analysts of the firm. Adhere to specific time standards that have been established to provide timely efficient processing of financial plans for clients. 2. Client Appointment Report Preparation Responsibilities: a. Prepare PMT reports, S & P stock reports, and Morningstar mutual fund reports as needed and/or requested by financial advisors. b. Assemble PMT, NaviPlan Reviews or NaviPlan plans, proposals, reports and prospectuses for advisor presentation to clients during their appointments. d. Coordinate additional requests with Client Service Managers, i.e. insurance illustrations and financial planning agreements. 3. Complete any other appropriate tasks as requested. For immediate consideration, please send your resume to [Click Here to Email Your Resumé]
Send your resume to [Click Here to Email Your Resumé]
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