Administrative Assistant

Job Description

Job Description

Financial Planning Assistant – Part-Time

Philpott Wealth Planning is seeking a dependable, organized, and personable Financial Planning

Assistant to support our growing financial planning practice.

This is a part-time position of approximately 15 hours per week and may be a good fit for someone interested in the financial services industry who enjoys working with clients, staying organized, and helping

a small business operate efficiently.

No securities licenses are required for this position. This is a support role and does not involve providing

investment advice, making investment

recommendations, or soliciting securities transactions.

Responsibilities

Assist with client onboarding and account paperwork

Prepare and organize materials for client meetings

Schedule appointments and manage follow-up items

Maintain and update client information in our CRM

Assist with gathering information for financial plans

Help clients with routine administrative and service requests

Process and track paperwork and account-related requests

Coordinate with custodians, insurance companies, and other financial institutions

Assist with retirement, insurance, estate-planning, and financial-planning administrative workflows

Maintain accurate electronic client files and records

Help prepare client communications and educational materials

Provide general administrative support to the financial advisor

What This Position Does Not Include

This is a non-advisory support position. The employee will not independently provide financial or

investment advice, recommend securities or investment strategies, accept securities orders, or perform activities requiring securities registration.

Qualifications

Strong organizational and communication skills

Professional and comfortable interacting with clients

Attention to detail and ability to follow established procedures

Comfortable working with computers and learning financial-planning software

Experience with Microsoft Office and/or Google Workspace

Financial services, banking, insurance, accounting, or administrative experience is helpful but not

required

Ability to maintain confidentiality when working with sensitive client information

Experience with LPL Financial, Wealthbox, RightCapital, or similar financial-services technology is a plus.

Schedule

Approximately 15-20 hours per week, with some flexibility in scheduling.

Compensation

Compensation is negotiable based on experience and qualifications.

Opportunity for Growth

For the right person, this position can provide an opportunity to learn the financial-planning business and take on additional responsibilities over time. Licensing and advancement may also be considered in the future based on the employee's interests and the needs of the firm.

Philpott Wealth Planning

We help individuals and families organize the different pieces of their financial lives and develop practical

strategies for retirement, investments, insurance, estate planning, and other financial goals.