Senior Financial Planning Assistant

Remote Full TimeUnited States (Remote)24x7 Direct

We’re seeking a detail-oriented Senior Financial Planning Assistant to support high-income professionals and families with their financial planning needs.

Requirements

  • Support high-income professionals and families with their financial planning needs.
  • High school degree or higher.
  • 0-3 years of experience.
  • Proficiency in Microsoft Office.

Benefits

  • Paid holidays
  • Paid vacation time
  • Flexible work schedule

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