Financial Administrative Assistant

About the role

You will be part of a fee-based financial planning practice and will provide client support and administrative assistance to a financial planner.

Responsibilities

• Preparation of documents for client meetings
• Client presentations
• Client file maintenance
• Letters to clients
• Calendar management
• New business processing
• General support for the financial planner

Pay

Determining compensation for this role depends upon a wide array of factors including: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; and other business and organizational needs. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).