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Planning Analyst

Description

Ref ID: 02480-0011155293

Classification: Financial Analyst - Entry Level

Compensation: $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].

Requirements

Send your resume to [Click Here to Email Your Resumé] for consideration!

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888.490.3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-MN-St. Cloud
Employment Type Full-Time/Part-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance, Professional Services
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Company Overview

Accountemps

Accountemps, a Robert Half company, is the worldwide leader in temporary financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, audit and tax. Our relationships with top companies ensure that our employees enjoy competitive pay, and dynamic and ongoing assignments with the best opportunities for temporary and temporary-to-full-time employment. Learn More

Contact Information

US-MN-St. Cloud
Recruiter
320-240-0008
320-240-6182
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Snapshot
Accountemps
Company:
US-MN-St. Cloud
Location:
Full-Time/Part-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance, Professional Services
Store Type:

Description

Ref ID: 02480-0011155293

Classification: Financial Analyst - Entry Level

Compensation: $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].

Requirements

Send your resume to [Click Here to Email Your Resumé] for consideration!

Accountemps matches highly skilled professionals with accounting finance jobs at the best companies on a temporary and temporary-to-hire basis. Our mission is to provide you with a rewarding finance or accounting job that is well matched to your professional skills – helping you to advance in your career. Our experience, combined with the resources of our worldwide network of offices, makes Accountemps a great resource for your career. We offer excellent opportunities to find temporary accounting and finance jobs for all experience levels. From accounting clerks and bookkeepers to accounts payable and staff accountants, we can provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Contact your local Accountemps office at 888.490.3195 or visit www.accountemps.com to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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