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Robert Half International Financial Planning Assistant in Parker, Colorado

Description

Do you have a Finance background? A Financial Advisor in Parker, CO is looking for a Financial Planning Assistant to join the team! This position works Monday through Friday 8am - 5pm and can be up to 50% remote. If you have an administrative background in the finance industry thi may be the right position for you.

What you'll do each day:

  • Assist in managing client relationships

  • Schedule appointments, send invitations, field client requests, and keep client records updated in Wealth Box (CRM)

  • Input prospects into eMoney (financial planning software) and assist in running investment portfolios from Riskalyze (financial risk analysis software)

  • Complete electronic applications for clients seeking insurance and ask client additional questions as necessary

  • Support Financial Advisor with additional administrative tasks as needed

Call OfficeTeam today at (303) 694-9700.

Requirements

  • Previous financial services experience with financial planner or investment advisor

  • Familiar with financial terminology like “managed accounts”, “RMDs”, “custodians”

  • TD Auto Finance experience a plus

  • Insurance and Annuities experience a plus

OfficeTeam, a Robert Half Company, matches professionals in the administrative field with remote or on-site jobs on a temporary and temporary-to-full-time basis. Whether you're a seasoned administrative pro or starting your career, we have options for you.

Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was named to Forbes’ inaugural list of America’s Best Temporary Staffing Firms.

Questions? Call your local office at 1.888.490.4154. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.

© 2020 OfficeTeam. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

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