Mid Financial Planning Assistant
Zipdev, Mexico
Job Description
Zipdev is seeking a Financial Planning Assistant to join our USA-based client. This role will allow you to gain broad exposure to the financial planning industry and help shape the future of a highly committed and cutting-edge financial planning firm.
The Financial Planning Assistant works with our Financial Planners and Client Service Team to provide an excellent experience for our clients. This entails all aspects of financial planning, including resolving client requests, data gathering and analysis, financial planning, meeting preparation and follow-up, note taking, client account paperwork, client communication, and general support to the entire team.
This position requires a very careful adherence to well-defined work where repeatable results are needed. The work is highly precise and requires a very strong attention to detail. The work output needs to be very high quality, with correct results, time and time again. Both the content and the presentation are important; all work must be highly polished. A qualified candidate must be passionate about helping clients, reliable, organized, and goal-oriented. This position requires the ability to work well in both a selfdirected manner and in a collaborative environment while embracing the firm’s core values. Candidates should passionately believe that client interests always come first.
Responsibilities:
- Assist team members with client projects by locating and compiling client financial information and following up with clients for additional information needed.
- Organize, file, and maintain client documents online so they are easy to find.
- Enter and maintain client data using a variety of analytical tools and programs including eMoney, Salesforce, Riskalyze, Excel worksheets, and others.
- Sending documents and information to clients and professional alliances as requested.
- Assist advisors with lead management (scheduling meetings, sending follow-up e-mails, tracking progress in CRM)
- Provide administrative support to our firm and the advisors.
- Manage the calendars of assigned advisors (time blocking, meeting scheduling)
- Manage the email inbox of assigned advisors (deleting junk mail, archiving, prioritizing messages for response)
- Prepare presentations in PowerPoint as requested.
- Create and maintain the SOPs and checklists of all relevant job responsibilities and tasks
- Take initiative to fix or address issues
- Uses Salesforce and Asana to track all activities
Requirements
- 2-3 years of Financial Planning Assistant experience
- Proficiency with Salesforce, Microsoft Package, Asana, Outlook
- Exceptional attention to detail
- Highly skilled at organization, accurate data entry, and following standard procedures
- Excellent communication skills, on the phone and in writing.
- Ability to operate in a highly dynamic environment and adapt to changes with a flexible attitude
- Must be a self-starter, problem solver, and a goal-oriented team player with a ‘no job is beneath me’ attitude
- Have a passion for helping people
- Ideal team members for our company culture will have a strong work ethic, be self-motivated and have collaborative and interpersonal skills.
- Interest in mastering financial planning, client relationship management (CRM), and other related software
Benefits