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- Client Support: Assist financial planners with managing client portfolios, preparing for meetings, and addressing client inquiries as a Financial Planning Administrator
- Documentation Management: Prepare, review, and process financial planning documents, ensuring accuracy and compliance with regulations.
- Data Management: Maintain and update client records, financial plans, and related documents in our CRM system.
- Scheduling and Coordination: Organize appointments, manage calendars, and coordinate meetings between clients and planners as a Financial Planning Administrator
- Compliance Monitoring: Ensure that all client files and processes adhere to industry regulations and company standards.
- Strong organizational skills with a keen eye for detail as a Financial Planning Administrator
- Excellent communication skills, both written and verbal.
- Proficiency with financial software and CRM systems (experience with [specific software] is a plus).
- Ability to manage multiple tasks and prioritize effectively.
- A background in finance, administration, or a related field is preferred as a Financial planning Administrator
