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    Financial Planning Associate - Boston, United States - Fanning Personnel

    Fanning Personnel
    Fanning Personnel Boston, United States

    9 hours ago

    Default job background
    Description
    Work with advisors on select group of clients to assess needs, goals, and planning issues.

    Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM.

    Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client meetings.

    Work with advisors to gather all client related data to build comprehensive financial plans by utilizing financial planning software and related tools.

    Coordinate the preparation of various client related reports for both internal and external use
    Manage and complete tasks/open items, actively follow-up with clients and external advisors while actively communicating with primary advisor on status
    Document all client communication in CRM and assign tasks as necessary.
    Work with internal Client Service Team to complete and submit external account paperwork and follow through to completion.
    Organize and enter data into financial planning software or customized spreadsheets.
    Research client-specific issues.
    Assist with a variety of financial planning related projects.
    Research financial planning topics and related issues, prepare summaries and present to the firm's advisors.

    Qualifications :

    3-5 years of relevant experience required
    Bachelor's Degree from an accredited college or university
    Proficient with Microsoft Office (Word, PowerPoint and Excel)
    Team player with excellent client service focus
    Strong written and communication skills
    Excellent organization and time management skills
    Ability to work independently and in a team-based environment

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