Senior Financial Planning Assistant

The Senior Financial Planning Assistant role involves managing complex administrative tasks, assisting in financial report preparation, and providing mentorship to junior assistants. This position demands high accuracy, organization, and communication skills.

Requirements

• Graduate of any relevant course with a strong background in financial services or administration.
• Minimum of 3 years’ experience in a financial planning assistant or related role.
• Proficient in Microsoft Office Suite and financial planning software (e.g., XPLAN preferred).
• Excellent communication, organization, and multitasking skills.
• Ability to work independently with minimal supervision and demonstrate initiative.
• Strong attention to detail and commitment to delivering high-quality work.

Benefits

• HMO coverage
• Dental & Optical benefits
• Paid Christmas vacation
• Educational Assistance

Tagged as: Financial Modeling