Hybrid Financial Planning Ops & Admin Associate

Cosmotek College; San Ramon (CA); Hybrid; USD 27,552 - 41,328; Part time

Job summary

A financial planning firm seeks a Financial Planning Operations & Administrative Associate. This part-time role involves managing client schedules, maintaining CRM records, and assisting with financial plans. Ideal candidates are proactive, detail-oriented, and tech-savvy, with strong communication skills. A flexible schedule is offered, with potential for long-term growth. This is an opportunity for students or early-career professionals seeking valuable experience in finance and operations.

Qualifications

• Strong ability for organization and multitasking.
• Experience in administrative or operational roles preferred.
• Willingness to learn and adapt to new technology.

Responsibilities

• Manage calendars, schedule meetings, and confirm appointments.
• Maintain records in CRM and input meeting notes.
• Assist in preparing financial plans and client presentations.

Skills

Detail-oriented

Strong communication skills

Proactive

Tech-savvy

Tools

CRM (Redtail)

eMoney

Microsoft Excel

Job description

A financial planning firm seeks a Financial Planning Operations & Administrative Associate. This part-time role involves managing client schedules, maintaining CRM records, and assisting with financial plans. Ideal candidates are proactive, detail-oriented, and tech-savvy, with strong communication skills. A flexible schedule is offered, with potential for long-term growth. This is an opportunity for students or early-career professionals seeking valuable experience in finance and operations.