Financial Planning Associate partnering with Financial Planning Consultants to support high value clients. Handling administrative tasks and fostering strong client relationships, primarily remote with occasional site visits.
Responsibilities
Partner with Financial Planning Consultants
Provide administrative support to high value clients
Prepare client files and schedule appointments
Maintain compliance standards in client dealings
Requirements
Strong organizational skills
Experience providing administrative support
Excellent problem-solving skills
Teamwork and collaboration abilities
Ability to maintain confidentiality in sensitive situations
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