What are the responsibilities and job description for the Retirement Planning Assistant position at Kemp Harvest Financial Group®?
Our Mission:
At Kemp Harvest Financial Group, our mission is to provide personalized, professional, and prudent financial planning to each client, empowering them to achieve their financial goals. We strive to build long-lasting relationships with our clients based on trust, respect, and open communication.
Your Responsibilities:
As a Wealth Planning Assistant, your key responsibilities will include preparing financial plans and analyses, conducting research, engaging with Wealth Planners to address client needs, participating in continuous improvement initiatives, and staying current on changes to operational processes and procedures. Additionally, you will be responsible for organizing and compiling relevant client information in our CRM, planning, imaging, and other business systems.
At Kemp Harvest Financial Group, our mission is to provide personalized, professional, and prudent financial planning to each client, empowering them to achieve their financial goals. We strive to build long-lasting relationships with our clients based on trust, respect, and open communication.
Your Responsibilities:
As a Wealth Planning Assistant, your key responsibilities will include preparing financial plans and analyses, conducting research, engaging with Wealth Planners to address client needs, participating in continuous improvement initiatives, and staying current on changes to operational processes and procedures. Additionally, you will be responsible for organizing and compiling relevant client information in our CRM, planning, imaging, and other business systems.
