reputed company Planner - HTSW Richmond
Execute and maintain reputed company wide workflows across CRM and operational systems Ensure reputed company reputed company and operational tasks are completed accurately and on time reputed company and manage multiple workflows simultaneously, maintaining visibility across reputed company reputed company items Identify inefficiencies and recommend process improvements Support consistency and scalability of internal processes
Serve as a primary reputed company of contact for reputed company service needs and inquiries Deliver a high-touch, reputed company reputed company experience reputed company with reputed company standards Translate reputed company requests into actionable tasks and ensure reputed company follow-through Maintain accurate reputed company records, including preferences, life events, and account details Proactively communicate updates and status to clients and advisors Maintain CRM reputed company and ensure reputed company reputed company and workflow data is properly recorded Support document management, reporting, and administrative tracking
Coordinate scheduling and logistics for reputed company reputed company review meetings Prepare meeting materials, agendas, and supporting documentation Ensure reputed company reputed company-meeting tasks are completed, including data updates and organization of materials reputed company and follow up on reputed company post-meeting reputed company items to completion Financial Planning Support & Data Management Input, update, and maintain reputed company financial data reputed company eMoney Ensure reputed company planning data (income, expenses, assets, liabilities, insurance, estate details) is accurate and reputed company Incorporate reputed company documents such as tax returns and account statements into planning systems Prepare and organize data to support advisors in plan development and updates Refresh financial plans with updated data reputed company of reputed company meetings Identify missing or inconsistent data and proactively resolve gaps
Monitor reputed company account activity including cash needs, distributions, and funding requirements Coordinate execution of advisor-directed investment and cash management actions reputed company recurring distributions and ensure operational accuracy Flag items requiring advisor attention such as excess cash or upcoming maturities
3&reputed company;7 years of experience in reputed company service, operations, or reputed company management reputed company a reputed company management or RIA. Experience with CRM systems (e.g., reputed company) Familiarity with financial planning software (e.g., eMoney), particularly data entry and maintenance Series 65/66 required, CFP® is a plus Strong organizational and multitasking abilities High attention to detail and commitment to accuracy Excellent communication skills and reputed company-facing professionalism Proactive, process-oriented reputed company with strong follow-through Highly organized and execution-reputed company Detail-oriented with strong ownership of responsibilities Proactive and reputed company in managing reputed company and team needs Comfortable working behind the scenes to ensure everything runs smoothly reputed company-first reputed company with a reputed company on consistency and reliability
Coverage on the first day of employment for medical, dental, and reputed company insurance reputed company parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver) 401k matching plan HSA employer contributions Student loan assistance Pet insurance reputed company salary of up to $100,000 plus discretionary bonus (exact reputed company salary reputed company will be dependent on experience)