Operations and Financial Planning Specialist

Role Overview

The Operations and Financial Planning Specialist plays a key role in supporting client service, portfolio management, financial planning, and day-to-day business operations. The ideal candidate will have experience within the financial services industry, a strong attention to detail, and a passion for delivering exceptional support to both clients and advisors.

What You Will Do

Prepare preliminary portfolio recommendations, research and develop portfolio and product recommendations, support portfolio implementation activities, assist advisors in preparing investment proposals, and create reports and analyses for client meetings.

Why It Might Be a Fit

The ideal candidate will have experience within the financial services industry, a strong attention to detail, and a passion for delivering exceptional support to both clients and advisors.

Requirements

• Bachelor’s degree or equivalent professional experience
• Minimum of 3 years of experience in the financial services industry
• Experience in a financial advisory, wealth management, investment management, retirement planning, or brokerage environment
• Working knowledge of investment products, portfolio construction, and client service processes
• Strong organizational, communication, and problem-solving skills
• Ability to manage multiple priorities while maintaining exceptional attention to detail
• Proficiency with Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, and Salesforce CRM

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off (PTO)
• SIMPLE IRA Retirement Plan

Tagged as: Financial Modeling