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Robert Half International Financial Planning Assistant in Parker, Colorado

Description

My team is working with a Financial Advising firm to place their next Financial Planning Assistant! This Financial Planning Assistant position is paying up to $25/hr!

Main responsibilities for this Financial Planning Assistant includes:

  • Inputting prospective clients into CRM

  • Contacting clients and assisting with client requests

  • Scheduling appointments

Please contact Malorie Askanas Graul at (303)694-9111 for more information on this Financial Planning Assistant position, and/or apply to this posting for immediate consideration! You can also find me and connect with me on LinkedIn searching “Malorie Askanas-Graul with Robert Half”

Requirements

Requirements for the Financial Planning Assistant Position:

  • Experience in Financial Services working for a Financial Planner or an Investment Advisor

  • Familiarity with TD Bank Auto System, Wealthbox, E-Money, and Riskalyze

  • Familiarity with R& D

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. 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. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. 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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