What are the responsibilities and job description for the Planning and Administration Specialist position at Drake & Associates, LLC?
Job Description
We are seeking a skilled Planning and Administration Specialist to join our team at Drake & Associates, LLC. In this role, you will be responsible for providing administrative support to the financial planning team and assisting with client meetings.
About the Role
- Prepare presentations and proposals for client meetings
- Maintain accurate records and files for clients
- Assist with client meetings and events
- Develop and implement effective solutions for client needs
Responsibilities
- Assist clients with financial planning and provide personalized advice
- Utilize websites and software to obtain client and product information
- Compare existing solutions to those currently available in the marketplace
Requirements
- 2 years of experience in a fast-paced office environment
- Intermediate to advanced skills with MS Office Suite, specifically Excel
- Ability to prioritize tasks and manage time effectively
- Strong communication and interpersonal skills