- Support the financial planner with client service, administrative tasks, meeting preparation, documentation, follow-ups, and maintaining client records
- social media postings, marketing events
- Organized, skilled, detail-oriented, strong communicator, comfortable working with confidential financial information, and interested in financial planning.
- Client communication, scheduling, preparing meeting materials, processing paperwork, CRM updates, follow-ups, and general office administration.
- Administrative or financial-services experience preferred; solid Microsoft Office skills; financial industry experience is an asset.