Overview
On Site
Depends on Experience
Accepts corp to corp applications
Contract - W2
Contract - 5 Month(s)
Skills
Communication
Conflict Resolution
Continuous Improvement
Customer Service
Data Entry
Finance
Financial Planning
Job Details
We are looking for Finance Specialist for our client in Springfield, MA
Job Title: Finance Specialist
Job Type: Contract
Job Description:
Pay Range: $25hr - $30hr
- The Financial Planning Support Specialist will be responsible for supporting advisors and consultants by handling client data entry, assisting in financial plan design, and coordinating workflow between planning teams.
- This role ensures smooth communication between advisors and consultants while maintaining accuracy and timeliness in all aspects of the financial planning process.
- Enter client data into financial planning software including eMoney, Right Capital, and Money Guide Elite.
- Assist team members with plan analysis, design, and development of client strategies to achieve financial goals.
- Manage workflow between advisors, planners, and consultants to ensure timely plan delivery.
- Serve as a communication bridge between planning teams to ensure smooth collaboration.
- Prepare correspondence, track financial plan progress, and follow up where needed.
- Proactively engage with advisors to ensure efficient planning processes and follow-up on annual plan renewals.
- Resolve Not-in-Good-Order (NIGO) issues promptly.
- Research and recommend new workflow or software solutions to improve processes.
- Create and organize presentation materials for team members.
- Work closely with consultants to keep them informed of upcoming commitments and responsibilities.
- Support advisors with proactive solutions that improve efficiency and profitability.
- Embrace the organization s consultative approach to client service through continuous improvement and collaboration.
- Strong proficiency in eMoney (must be an active user).
- Excellent communication skills, both verbal and written.
- Technological proficiency with advanced skills in Excel, PowerPoint, and other digital tools.
- Strong research and problem-solving abilities.
- Highly organized with attention to detail and accuracy.
- Team-oriented with strong collaboration and interpersonal skills.
- Minimum 1 year of experience in financial services.
- Series 7 license required at time of application.
- Series 63 or equivalent license required or must be obtained within 180 days of start.
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