Planning and Advice Coordinator

About the role

Main administrative contact for advisory clients, coordinating documents, appointments, engagement paperwork and payments for CFPs. Full-time remote. CFP certification not required.

Requirements

• 4+ years client service, administration, coordination or financial services
• CRM and Microsoft Office
• Phone and email communication
• Confidentiality; CFP not required

What you'll do

• Coordinate client appointments
• Collect documents
• Letters of Engagement and invoices
• Maintain household records

Where this was posted

• Indeed

  last seen 1h ago
  View on Indeed