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Mr25ff6spbnz0796p4n

Financial Planning Administrative Assistant

Vaco Staffing Indianapolis Full-Time
$45,000.00 - $50,000.00 / year
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Are you a forward thinker, organized, or able to anticipate and meet needs for your team? Have you always wanted to get your foot in the door with an AMAZING downtown company in financial services? Do you enjoy a fast-paced environment and delivering superior client services? If so, this could be the role for you!

Vaco would love to connect you to our wonderful downtown located client to be in consideration for their financial planning administrative assistant role.

Job Description:
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.

Qualifications:

  • 1-2 years minimum of Financial Planning experience
  • Willingness to earn licenses
  • High attention to detali
  • Strong communication skills
  • Bachelors Degree preferred

 

Skills required

Organize Appointments
Telephone Consultations
Setting Up Files
Field Administration
Operation Departments
Time Management

Location

Salary Details

Based on Job Title, Location and Skills
$48K
Below Avg. Average Above Avg.

Career Path

See the next step in your career
Financial Planning Administrative Assistant
$45,000.00 - $50,000.00 / year
Estimated Salary: $64K
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Job ID: FINAN31656

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Vaco Staffing is a division of the fastest growing recruiting firm in Nashville. Vaco Staffing is a customer-focused, premier provider of administrative, accounting and financial employment solutions. Our internal team is comprised of professionals with over 32 years combined experience in placement and staffing industries. Our strength is our ability to match talented and experienced professionals to the unique business needs of the client. Our team-based approach allows us to develop effective, customized solutions quickly and efficiently. We strive to build long-term relationships, and to provide higher quality service and produce better results. We provide contingent staffing as well as permanent placement in the following areas:



  • Office/ Administrative support
  • Staff Accountants
  • Accounts Payable and Accounts Receivable
  • Credit and Collections
  • Customer Service
  • Bookkeepers


    Vaco Staffing
    is a division of Vaco, LLC. Our sister divisions, Vaco Resources, Vaco Technology, Vaco Financial and Continuum Search provide highly skilled, seasoned professionals for finance, accounting, IT and executive search needs.


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