What are the responsibilities and job description for the Financial Planning Assistant- Houston, TX position at Strategic Financial Group?
Job Description
Job Description
Job Description : Financial Planning Assistant
Overview :
We are seeking a dedicated and proactive Financial Planning Assistant to join our team. The ideal candidate will support the design of financial plans, participate in client meetings, manage applications, maintain accurate CRM records, and ensure the seamless processing of business transactions. This role requires strong analytical and communication skills, proficiency in Excel, the ability to follow up with clients, and a high degree of initiative and self-direction. We offer a hybrid working environment, providing flexibility for remote and in-office work.
Key Responsibilities :
- Financial Plan Design :
Assist in the creation and design of comprehensive financial plans tailored to individual client needs.
Participate in client meetings, taking detailed notes and assisting with client interactions.
Prepare and process financial applications accurately and efficiently.
Maintain and update client information in the CRM system with precision and attention to detail.
Follow up with clients to gather necessary information and provide updates on their financial plans.
Process business transactions and ensure all documentation is completed correctly.
Utilize Excel to analyze financial data, create spreadsheets, and support financial planning activities.
Apply strong analytical skills to interpret financial data and make informed recommendations.
Exhibit strong communication skills to effectively interact with clients and team members.
Take initiative in identifying areas for improvement and implementing solutions.
Qualifications :
Why Join Us :
How to Apply :
Interested candidates should submit their resume and a cover letter detailing their qualifications and experience to [Your Contact Email / Job Portal].
We look forward to welcoming a new member to our team who is eager to contribute to our mission of providing exceptional financial planning services to our clients.
