Financial Planning Assistant — On-Site, Growth in Wealth

Advisor Talent Solutions; Hingham (MA); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Job summary

South Shore Retirement Services in Hingham, MA is seeking a Financial Planning Assistant to support advisors with client meetings, financial planning, and related backend tasks. This in‑office role emphasizes client service, organization, and accurate record keeping.

You will prepare materials, manage paperwork, gather data, and participate in meetings as needed to ensure a smooth client experience. Ideal candidates have 2+ years in financial services and strong CRM proficiency.

Qualifications

• 2+ years of experience in financial services or related field.
• Associates Degree preferred.
• Proficiency with Microsoft Office and CRM platforms.

Responsibilities

• Preparing and processing client and account paperwork
• Preparing for advisor meetings and financial plans
• Sitting in in client meetings when needed
• Taking meeting notes and entering notes and follow‑up items into our CRM
• Assisting with the preparation and updating of financial plans
• Gathering statements, reports, and other information needed for meetings
• Tracking outstanding paperwork and advisor follow‑up items
• Working with our operations and service teams to help move client matters through completion

Skills

Client service

Interpersonal skills

CRM proficiency

Education

Associates Degree

Tools

Microsoft Office Suite

HubSpot CRM

Redtail CRM

Salesforce

Job description

South Shore Retirement Services in Hingham, MA is seeking a Financial Planning Assistant to support advisors with client meetings, financial planning, and related backend tasks. This in‑office role emphasizes client service, organization, and accurate record keeping.

You will prepare materials, manage paperwork, gather data, and participate in meetings as needed to ensure a smooth client experience. Ideal candidates have 2+ years in financial services and strong CRM proficiency.