Client-Centric Financial Planning Assistant

Custer Burish Financial Services; Alabama; On-site; USD 40,000 - 60,000; Full time

Job summary

Custer Burish Financial Services is seeking a Financial Planner Assistant to support senior planners and clients across retirement, investment and estate planning. The role emphasizes discretion, attention to detail and delivering a high-quality client experience.

You'll work with planners, clients, financial institutions and vendors, handling inquiries, scheduling, and data entry while using systems like OnBase, Morningstar, eMoney and Redtail CRM to support day-to-day operations.

Qualifications

• Associate degree in Business or related field.
• Licensure to include Series 6/7, 63/65 and life and health insurance; licensing within 12 months.
• Minimum 2 years of administrative support in financial services.
• Strong confidentiality, ethics and professionalism.
• Excellent written and verbal communication.
• Proficient in Microsoft Office, Excel, Outlook and CRM software.

Responsibilities

• Respond to a broad spectrum of client inquiries and service needs.
• Function as the lead for applicant processing and internal record keeping.
• Initiate and prepare communication with clients.
• Support new business development, technology enhancements and enhanced client experiences.
• Provide clerical, administrative and backup support.
• Schedule appointments, client meetings and events.
• Prepare for client meetings using systems like OnBase, Morningstar, eMoney and Redtail CRM.

Skills

Client service orientation

Attention to detail

Communication skills

Time management

Discretion and confidentiality

Education

Associate degree in Business or related field

Tools

Microsoft Office Suite

Excel

Outlook

CRM software (Redtail, etc.)

OnBase

Morningstar

eMoney

Job description

Custer Burish Financial Services is seeking a Financial Planner Assistant to support senior planners and clients across retirement, investment and estate planning. The role emphasizes discretion, attention to detail and delivering a high-quality client experience.

You'll work with planners, clients, financial institutions and vendors, handling inquiries, scheduling, and data entry while using systems like OnBase, Morningstar, eMoney and Redtail CRM to support day-to-day operations.