Financial Planning Assistant - Client-Focused Growth

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. 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.