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Administrative Assistant Philpott Wealth Planning Mount Ephraim, NJ Job Details Part-time $15 - $25 an hour 21 hours ago Qualifications Financial planning software Google Workspace Confidential information handling Filing Administrative experience Attention to detail Full Job Description Financial Planning Assistant - Part-Time Philpott Wealth Planning is seeking a dependable, organized, and personable Financial Planning Assistant to support our growing financial planning practice. This is a part-time position of approximately 15 hours per week and may be a good fit for someone interested in the financial services industry who enjoys working with clients, staying organized, and helping a small business operate efficiently. No securities licenses are required for this position. This is a support role and does not involve providing investment advice, making investment recommendations, or soliciting securities transactions. Responsibilities Assist with client onboarding and account paperwork Prepare and organize materials for client meetings Schedule appointments and manage follow-up items Maintain and update client information in our CRM Assist with gathering information for financial plans Help clients with routine administrative and service requests Process and track paperwork and account-related requests Coordinate with custodians, insurance companies, and other financial institutions Assist with retirement, insurance, estate-planning, and financial-planning administrative workflows Maintain accurate electronic client files and records Help prepare client communications and educational materials Provide general administrative support to the financial advisor What This Position Does Not Include This is a non-advisory support position. The employee will not independently provide financial or investment advice, recommend securities or investment strategies, accept securities orders, or perform activities requiring securities registration. Qualifications Strong organizational and communication skills Professional and comfortable interacting with clients Attention to detail and ability to follow established procedures Comfortable working with computers and learning financial-planning software Experience with Microsoft Office and/or Google Workspace Financial services, banking, insurance, accounting, or administrative experience is helpful but not required Ability to maintain confidentiality when working with sensitive client information Experience with LPL Financial, Wealthbox, RightCapital, or similar financial-services technology is a plus. Schedule Approximately 15 hours per week, with some flexibility in scheduling. Compensation Compensation is negotiable based on experience and qualifications. Opportunity for Growth For the right person, this position can provide an opportunity to learn the financial-planning business and take on additional responsibilities over time. Licensing and advancement may also be considered in the future based on the employee's interests and the needs of the firm. Philpott Wealth Planning We help individuals and families organize the different pieces of their financial lives and develop practical strategies for retirement, investments, insurance, estate planning, and other financial goals.

Pay:

$15.00 - $25.00 per hour

Work Location:

In person