Role overview

Support the financial planner with client service, administrative tasks, meeting preparation, documentation, follow-ups, and maintaining client records
social media postings, marketing events

-Organized, professional, detail-oriented, strong communicator, comfortable working with confidential financial information, and interested in financial planning.

Client communication, scheduling, preparing meeting materials, processing paperwork, CRM updates, follow-ups, and general office administration.
Administrative or financial-services experience preferred; strong Microsoft Office skills; financial industry experience is an asset.