Job Title:
Financial Planning Associate
Job Code:
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Job Location:
Boston - MA
Date Posted:
Sep 30 2019
Expires On:
Nov 15 2019
Financial Planning Associate - $75-90K

Boutique investment management firm in Boston seeking a Financial Planning Associate. This role supports financial advisors in serving our clients by assisting with estate settlement process and administrative activities for financial planning.

The responsibilities of the Financial Planning Associate include:
• Gather asset and liability information and statements
• Prepare and coordinate insurance paperwork with client and insurance company
• Coordinate company-managed investment account administration with client service team
• Assist with accounts by confirming or changing beneficiary designations, and requesting annuity illustrations
• Set up 529 college savings plan accounts for clients
• Coordinate 401k rollovers
• Verify and change beneficiary designations for retirement accounts, pension plans, and insurance policies
• Collect and review annual statements for insurance policies in trusts with advisors who are trustee or co-trustee
• Review and update inherited IRA RMD tasks in CRM system
• Complete other projects and activities as assigned
The Financial Planning Associate possesses the following qualifications:
• Bachelor's degree required
• 3-5 years of office experience
• Proficient computer skills, including Microsoft Office Suite (Word, Excel and PowerPoint
Paralegal, insurance administration or financial services experience is preferred
• Enjoys problem solving and working on multiple projects; works well in a team-based setting
• Energetic and motivated to learn; reliable and trustworthy
Required Years of Experience:
Salary Range:


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