Planning Coordinator

📋 Description

• Schedule and track Senior Planner engagements, referrals, meetings, and estate reviews.
• Provide direct administrative support to the Director of Wealth Planning and the Director of Private Wealth.
• Serve as administrative assistant to Senior Planners.
• Transcribe correspondence from Directors to clients and Financial Advisors.
• Lead coordination and execution of Wealth Planning conferences.
• Compile and upload quarterly production data and monitor metrics.

🎯 Requirements

• Previous Client Associate or Administrative Assistant experience in financial planning.
• FPQP or CFP designation preferred.
• Strong math and analytical skills; understanding of high-net-worth planning.
• Excellent verbal and written communication skills.
• Client-focused with ability to identify, meet, and follow through with client needs.
• Superior technology skills; CRM and financial planning software preferred.

🎁 Benefits

• Medical, Dental and Vision
• Company 401(k) and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)