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

About the job Financial Planning Assistant

Financial Planning Assistant Fort Smith, AR

Our client is looking for a detail-oriented Financial Planning Assistant to join their team in Fort Smith, AR. This role plays a vital part in providing top-notch client service, supporting financial planning efforts, and assisting with administrative and marketing tasks.

Key Responsibilities

Client Service (80%)

• 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.
• Review and process OST beneficiary designations.
• Prepare 401(k) reports and gather ratings from S&P, Morningstar, and Big Charts.
• Create proposals for long-term care and term insurance.
• Assist with seminar prep by compiling materials and supporting Excel data management.

Marketing Support (10%)

• Collaborate with the Marketing Coordinator to assist with event setup, mailings, and promotional efforts.

Administrative Support (10%)

• Manage schedules, prioritize tasks, and organize client files.
• Prepare documents, correspondence, and forms as directed by advisors.
• Perform additional administrative duties as needed.

What this role requires

• Highly organized with an eye for detail.
• Comfortable working with financial data and reports.
• Proficient in Microsoft Office (Excel and Word).
• A proactive problem-solver with excellent communication skills.

If you're looking for an opportunity to grow in the financial services industry while supporting a client-focused practice, we'd love to hear from you!