Growth-Oriented Financial Planning Assistant

South Shore Retirement Services; Hingham (MA); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Job summary

South Shore Retirement Services in Hingham, MA is seeking a Financial Planning Assistant to support the advisory team with client meetings, investment research, and coordination of prospect interactions, ensuring a positive client experience. The ideal candidate will have 2+ years in financial services, an associates degree preferred, and strong skills with MS Office and CRMs.

This in-office role offers competitive pay and comprehensive benefits, including health, dental, and vision insurance,

Qualifications

• Associates Degree preferred.
• 2+ years of experience in financial services or related field in a fast-paced office.
• Strong proficiency with MS Office and CRMs (HubSpot, Redtail or Salesforce).
• Strong organizational skills and meticulous attention to detail.
• Self-starter who takes initiative and works well independently.
• Demonstrates integrity and ethical conduct with confidential client information.

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

Organizational skills

Initiative

Attention to detail

Education

Associates Degree

Tools

Microsoft Office Suite

HubSpot

Redtail

Salesforce

Job description

South Shore Retirement Services in Hingham, MA is seeking a Financial Planning Assistant to support the advisory team with client meetings, investment research, and coordination of prospect interactions, ensuring a positive client experience. The ideal candidate will have 2+ years in financial services, an associates degree preferred, and strong skills with MS Office and CRMs.

This in-office role offers competitive pay and comprehensive benefits, including health, dental, and vision insurance,