Financial Planning Operations & Projects Coordinator
Beacon Pointe
Beacon Pointe in Newport Beach is seeking a part-time Financial Planning & Project Coordinator to support internal projects and operational initiatives within the Financial Planning department. This role focuses on improving workflows, supporting automation, and contributing to high-priority financial planning initiatives. The ideal candidate will have strong organizational skills, be detail-oriented, and familiar with wealth management tools. Responsibilities include project coordination, documentation, and assisting with client financial planning under supervision. #J-18808-Ljbffr Beacon Pointe
Vacancy posted 4 days ago
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