What are the responsibilities and job description for the Financial Planning Assistant position at Future State Careers?
Financial Planning Assistant Fort Smith, AR
Our client is looking for a detail-oriented Financial Planning Assistant to join their team in Fort Smith, AR. This role plays a vital part in providing top-notch client service, supporting financial planning efforts, and assisting with administrative and marketing tasks.
Key Responsibilities
Client Service (80%)
- Handle front office duties and provide backup for phone calls.
- Assist with client meeting preparation and compile financial planning data.
- Generate progress reports and update financial statements.
- Manage IRA withdrawals, contributions, and cash flow verification.
- Review and process OST beneficiary designations.
- Prepare 401(k) reports and gather ratings from S&P, Morningstar, and Big Charts.
- Create proposals for long-term care and term insurance.
- Assist with seminar prep by compiling materials and supporting Excel data management.
Marketing Support (10%)
What this role requires
If you're looking for an opportunity to grow in the financial services industry while supporting a client-focused practice, we'd love to hear from you!
