What are the responsibilities and job description for the Financial Service Coordinator position at Kemp Harvest Financial Group®?
About Us:
Kemp Harvest Financial Group is committed to delivering exceptional service to our clients while maintaining a strong sense of community. We believe in upholding the highest standards of professionalism, integrity, and ethics in everything we do.
Your Role:
As a Wealth Planning Assistant, you will play a critical role in supporting our Wealth Planners in their efforts to provide comprehensive financial planning to our clients. Your primary responsibilities will include gathering data for financial plans, communicating complex planning strategies, and identifying opportunities to positively impact clients' financial positions. You will also be responsible for ensuring timely responses to client requests and managing the client experience from initial contact to ongoing support.
Kemp Harvest Financial Group is committed to delivering exceptional service to our clients while maintaining a strong sense of community. We believe in upholding the highest standards of professionalism, integrity, and ethics in everything we do.
Your Role:
As a Wealth Planning Assistant, you will play a critical role in supporting our Wealth Planners in their efforts to provide comprehensive financial planning to our clients. Your primary responsibilities will include gathering data for financial plans, communicating complex planning strategies, and identifying opportunities to positively impact clients' financial positions. You will also be responsible for ensuring timely responses to client requests and managing the client experience from initial contact to ongoing support.
