What are the responsibilities and job description for the Planning Assistant position at Flex-Staff, Inc.?
Extremely successful investment firm in the Stevens Point area is seeking a TEMP TO HIRE Planning Assistant for their growing office.
Will help conduct the smooth operation of a fast-paced and friendly financial planning office. This position completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships.
Responsibilities:
* Assist the advisors in maintaining client data
* Coordinate and track projects
* Schedule client appointments and prepare agendas and forms for appointments
* Conduct client appointment reminder calls and check-in calls on follow up items
* Answer questions and provide readily available information to clients
* Greet clients upon arrival
* Document client contact/calls
* Maintain files and records
* Attend and participate in client meetings if necessary
* Coordinate client appreciation events and seminars
* Perform other allowable duties as assigned by the financial advisors
This position has development opportunities for the motivated candidates such as: client service associate manager, operations specialist manager, paraplanner, and financial advisor. There is no limit to growth with this company.
Seeking a candidate who is customer service driven, motivated, detail oriented, organized, friendly and interested in building their career through hard work and commitment.
If you are interested and qualified, please submit a resume to or complete our on-line application at
Our client is offering a very competitive wage and benefits package upon hire.
Requirements:
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