Client-Focused Financial Planning Assistant

Future State Careers; Fort Smith (AR); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services firm in Fort Smith, AR is looking for a diligent Financial Planning Assistant to enhance client service and provide administrative support. Responsibilities include managing client interactions, preparing documents, and assisting with marketing efforts. Ideal candidates will be organized, detail-oriented, and proficient in Microsoft Office. If you're eager to grow within the financial industry, we encourage you to apply!

Qualifications

• Highly organized with an eye for detail.
• Comfortable working with financial data and reports.
• Proficient in Microsoft Office, especially Excel and Word.

Responsibilities

• Handle front office duties and provide backup for phone calls.
• Assist with client meeting preparation and compile financial planning data.
• Generate progress reports and update financial statements.
• Manage IRA withdrawals, contributions, and cash flow verification.
• Collaborate with the Marketing Coordinator for event setup.

Skills

Highly organized

Detail-oriented

Proficient in Microsoft Office (Excel and Word)

Excellent communication skills

Proactive problem-solver

Job description

A financial services firm in Fort Smith, AR is looking for a diligent Financial Planning Assistant to enhance client service and provide administrative support. Responsibilities include managing client interactions, preparing documents, and assisting with marketing efforts. Ideal candidates will be organized, detail-oriented, and proficient in Microsoft Office. If you're eager to grow within the financial industry, we encourage you to apply!