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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail while providing administrative and client service support in a financial planning practice. Proficient in managing client communications, document preparation, and maintaining confidentiality in a professional environment.
Highest-signal resume keywords
Client Service ExperienceOrganizational SkillsMicrosoft Office ProficiencyFinancial Services KnowledgeCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Document PreparationClient Record ManagementNew Business ProcessingWorkflow CoordinationOffice Support
Soft Skills
Attention to DetailSound JudgmentProfessionalismIndependenceCollaboration
Tools & Technologies
Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Financial PlanningWealth ManagementProfessional ServicesAdministrative Support
About the role
Key responsibilities & impact- Provide administrative and client service support to a fee-based financial planning practice
- Prepare and organize documents, reports, presentations, and other materials for client meetings and internal discussions
- Maintain accurate client records, files, contact information, and account-related documentation in accordance with firm procedures
- Assist with new business processing, account paperwork, follow-up items, and coordination with internal or external service partners
- Support client communications, including preparing correspondence, responding to routine inquiries, and escalating more complex matters as appropriate
- Coordinate calendars, schedule meetings, track follow-up items, and help ensure timely completion of administrative tasks
- Provide administrative support to leadership and the advisory team, including document management, workflow coordination, and general office support
- Maintain confidentiality and handle client and business information with professionalism and discretion
Requirements
What you’ll need- High school diploma or equivalent required
- Bachelor’s degree in business, finance, communications, or a related field preferred
- Equivalent practical experience in a professional office or financial services environment may be considered in lieu of a degree
- Prior administrative, client service, or office support experience required
- Experience in financial services, wealth management, or a professional services environment preferred
- Strong organizational skills with the ability to manage multiple priorities, meet deadlines, and follow through on details
- Excellent written and verbal communication skills with a professional, client-focused approach
- Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
- Ability to learn internet-based and firm-specific systems
- Ability to work independently in a remote environment while collaborating effectively with team members
- High attention to detail, sound judgment, and ability to maintain confidentiality when handling sensitive client or business information
Benefits
Comp & perks- Annual performance-based bonus
- Health insurance
- Vision insurance
- Dental insurance
- 401(k)
- Paid time away
- Volunteer days