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Financial Planning Assistant | Para Planner (1047-1)
Marin County, California
The Financial Planning Assistant will provide technical support to financial
advisors. This includes but is not limited to gathering and analyzing
information to assist financial advisor in developing an investment plan and
financial plan for a wide variety of clients, as well as providing tax
preparation of clients? individual and fiduciary income tax returns.
Gather/create supporting documentation/analysis for advisor to design and
rebalance investment portfolios and employer 401K accounts, including
investment of new cash deposits
Prepare client reports and supporting documents for advisor?s
meetings/correspondence with clients, including using various financial
software programs to maintain client data (e.g., Schwab Advisor Center,
Portfolio Center, Morningstar, CRM and tax software)
Gather information to assist operations manager with account transactions
(e.g., opening accounts, transfer funds, changing beneficiaries, etc.)
Prepare documentation for advisors to monitor the performance of funds and
analyze potential new funds
Gather, summarize and update information to assist advisor in preparing
financial planning letter, including review of insurance coverage, employee
benefits, estate planning, retirement planning/projection, education
planning/projections, tax planning and other miscellaneous items (e.g.,
mortgage, stock options, etc.)
Income Tax Preparation
Organize and enter tax return data for individual and fiduciary income tax
returns. Gather and input data for tax projections.
BA ? required
2+ years industry experience
Detail-oriented, accurate, organized, able to set priorities
Strong written, verbal and computer skills
Asset Management // Banking // Broker Dealer