Financial Planning Assistant 1

Resource Financial Planning, Inc.; Portland (OR); On-site; USD 36,506 - 45,460; Full time

Benefits offered by this job

Retirement plan with 3% match

Paid time off for Summer Fridays

Access to gym and onsite cafes

Fully paid medical and dental insurance

Paid holidays and sick time

Job summary

Resource Financial Planning, Inc. seeks a Financial Planning Assistant in Portland, Oregon. This position involves client service, scheduling, and data management in a small-team environment. The ideal candidate will have a Bachelor’s degree, strong organizational skills, and proficiency in Microsoft Office. This role provides opportunities for growth and development.

The compensation package includes a starting salary of $26.50-$33/hour, retirement benefits, paid holidays, and onsite amenities such as gym access and lunch provisions.

Qualifications

• Bachelor's degree required; major in Business, Finance, or a related field preferred.
• Excellent verbal and written communication skills essential.
• Strong proficiency with Microsoft Office Suite required.

Responsibilities

• Serve as the primary point of contact for scheduling client appointments.
• Proactively gather information from clients for meetings.
• Maintain and update client financial data in eMoney.

Skills

Organizational skills

Verbal communication

Written communication

Microsoft Office Suite

Customer service

Attention to detail

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

eMoney

Redtail (CRM)

Job description

Resource Financial Planning, Inc. (RFP) is a well-established, independent financial planning and wealth management firm in SW Portland. We're looking for a Financial Planning Assistant to join our team of advisors and planning assistants. This role offers real opportunity for growth based on performance, in a relaxed, small-team office environment. We need someone who is highly organized, communicates comfortably and professionally by phone and email, and — above all — follows through. This role requires consistent, dependable execution on recurring tasks without things falling through the cracks.

What you'll be doing

This position works closely with the advisor and handles a broad range of client service, scheduling, data entry, and general operations. You'll be the main point of contact for client scheduling and day-to-day questions.

• Serve as the primary point of contact for scheduling and confirming client appointments
• Proactively reach out to clients to gather information needed ahead of meetings
• Handle unsolicited calls from prospects and schedule appointments
• Greet drop-in clients and answer phone inquiries
• Keep the advisor informed of any new information clients share during outreach

eMoney & Data Entry

• Maintain and update client financial planning data in eMoney, including entering new client information, updating account values, and keeping plans current ahead of meetings
• Ensure eMoney plans are accurate and ready for advisor review prior to client meetings
• Coordinate with the advisor to make sure plan updates reflect the latest client conversations

General Operations

• Handle routine service matters such as name and address changes, account applications, bank authorizations, and beneficiary changes
• Prepare correspondence and run reports as requested
• Ensure client files and reports are prepared and current ahead of advisor meetings
• Coordinate mailings and events with the front desk
• Prepare paperwork, coordinate signatures, and process incoming checks

Database & File Maintenance

• Maintain clients and appointment tasks in Redtail (CRM) and internal databases, including onboarding and offboarding
• Keep all client records and databases accurate and current
• Maintain physical and digital client files, ensuring paperwork is organized and complete

What we need from you

• Bachelor's degree required; Business, Finance, Economics, or related field preferred
• Excellent verbal and written communication skills
• Strong proficiency with Microsoft Office Suite (Outlook, Excel, Word); prior experience with eMoney and/or Redtail a plus
• Proven track record of follow-through — this role requires someone who reliably completes tasks without ongoing oversight
• Customer service experience with all types of clients
• Collaborative spirit and ability to build strong relationships with team members
• Discretion when handling confidential client and financial information
• Strong organizational skills and the ability to manage multiple priorities under tight timelines

Compensation, Benefits & Work Environment

• Base starting salary: $26.50-$33/hour, depending on experience
• Retirement plan with 3% match upon eligibility
• Additional PTO for Summer Fridays and early Friday closing year-round
• Full gym access onsite
• Lunch provided bi-weekly and monthly breakfast, plus access to multiple onsite cafés
• Fully paid medical and dental insurance
• 8 paid holidays (with extra half days), plus PTO and sick time
• Paid licensing exams and study materials
• Bonus upon completion of specific securities exam

Resource Financial Planning, Inc. provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.