Financial Planning Ops & Automation Coordinator
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC is looking for a Financial Planning & Project Coordinator to support the Financial Planning department's initiatives focused on automation and workflow improvement. The role is part-time and aims to enhance operational efficiency and scalability. Responsibilities include maintaining project documentation, supporting implementation efforts, and assisting with client financial planning tasks. Ideal candidates should be CFP candidates, have strong organizational and communication skills, and familiarity with financial planning software and tools. #J-18808-Ljbffr Beacon Pointe Advisors LLC
Vacancy posted 5 days ago
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