What are the responsibilities and job description for the Financial Planning Coordinator position at First Financial Planners?
Required Skills and Qualifications:
We are seeking an individual with proficiency in REDTAIL CRM, Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint. The successful candidate will also have strong organizational skills, attention to detail, and excellent time management abilities.
We are seeking an individual with proficiency in REDTAIL CRM, Microsoft Office Suite, including Excel, Word, Outlook, and PowerPoint. The successful candidate will also have strong organizational skills, attention to detail, and excellent time management abilities.
