Planning Specialist

We are looking for a meticulous and efficient Operations Specialist to join a dynamic financial advisory team in Carlsbad, California. In this Contract to permanent position, you will play a pivotal role in ensuring the smooth preparation and organization of financial planning documents, client information, and advisor support materials. Your contribution will directly support client meetings and administrative processes, making you an integral part of the team's success.

Responsibilities:
• Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings.
• Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information.
• Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers.
• Update and manage activities, tasks, and workflows using CRM systems, such as Redtail.
• Assist clients with policy modifications, account updates, and follow-through on administrative tasks.
• Compile planning materials into high-quality, client-ready packages for advisor review and presentation.
• Ensure the confidentiality, accuracy, and quality of all financial documents and processes.
• Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges.
• Collaborate effectively with team members to ensure seamless communication and workflow.

Qualifications:

• Proficiency in CRM systems, with experience in tools like Redtail preferred.
• Strong organizational skills and attention to detail in managing client documentation.
• Background in client administration and advisory services.
• Ability to handle sensitive and confidential documents with professionalism.
• Demonstrated problem-solving skills and ability to work independently.
• Effective communication and collaboration abilities within a team environment.
• Familiarity with financial planning processes and related documentation.
• Capability to manage multiple tasks and meet project deadlines consistently.

Compensation

$20.00-$25.00 Hourly

About Us

TalentMatch^®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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