Offer summary

Qualifications:

Strong organizational skills and attention to detail are essential., Experience with financial software systems is preferred but not required., Professional written and verbal communication skills in English are necessary., A background in financial services or accounting is advantageous but not mandatory..

Key responsabilities:

Execute precise data entry into financial planning software and manage client documentation.

Generate detailed client reports and assist in retirement planning processes.

Maintain accurate records and ensure data security while coordinating with client portals.

Support the founder in client service operations and refine process templates.

Job description

This is a remote position.

Role Name: Financial Planning Assistant

Schedule:

20 hours/week, Monday to Friday 4 hours each day
Flexible schedule within the client's business hours: 8am to 6pm Indianapolis time
Client Timezone: US Eastern Time

Client Overview

Join a rapidly expanding independent financial planning practice that has doubled in size over the past few months. This growing firm specializes in retirement planning and comprehensive financial services for clients, utilizing cutting-edge planning software and working with premier financial institutions. As the practice continues its impressive growth trajectory, you’ll have the opportunity to grow with the business and potentially transition into a full-time role.

Job Description

This is an exciting opportunity to join a thriving financial planning practice at a pivotal moment in its growth. You’ll work directly with the founder to support essential client service operations, gaining valuable exposure to the financial planning industry while working with modern financial technology platforms. This role offers the perfect blend of administrative expertise and financial services experience, with the potential for career growth as the practice expands. You’ll be integral to maintaining the high level of service that has driven the firm’s recent success, working in a secure, professional environment with clear processes and comprehensive training.