Job Title

Job Description Financial Planning Administrator Type: Permanent Meraki Talent’s Financial Services client is seeking a Financial Planning Administrator to join their team. Responsibilities of the Financial Planning Administrator: Provide administrative support to the Financial Planning team. Assist with new client onboarding and account management/maintenance. Produce client reports, valuation statements, and portfolio overviews. Prepare information for client reviews and meetings. Background of the Financial Planning Administrator: Experience working in Financial Services, preferably in Financial Planning/Advice or Wealth Management. Understanding of the Financial Planning/Advice process. Administrative, operational, or client-facing experience within Financial Services. Strong attention to detail and accuracy.#J-18808-Ljbffr