What are the responsibilities and job description for the Financial Planning Assistant position at MASTOR Recruiting & Consulting?
Work with Us
Join our team as a Financial Planning Assistant and take advantage of this exciting opportunity to work in the financial services industry.
This role involves providing administrative support to our financial planning team and assisting clients with their accounts.
Responsibilities
The successful candidate will be responsible for:
- Assisting clients with questions, account requests, and paperwork.
- Serving as a liaison between clients and custodians, ensuring smooth processes and advocating for client needs.
- Providing firm-wide administrative support.
Requirements
To be considered for this role, you should have:
- At least 3 years of experience in operations, administrative support, or customer service in the financial services industry.
- Familiarity with investment and retirement account terminology.
- Strong experience with Microsoft Office, CRM, and creating spreadsheets.
Our Culture
At MASTOR Recruiting & Consulting, we pride ourselves on our supportive work environment and strong belief in work-life balance.
- Lunch is provided daily.
- Only one meeting per week.
- A competitive salary range of $60-70k.
Salary : $60,000 - $70,000
