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« Back to Search Financial Planning Assistant
Fairlawn, OH

Salary: $50,000 plus commission
Date Posted: November 12, 2018
Job Type: Temporary to Hire
Job ID: 296570

Job Description

Pridestaff Akron is seeking a qualified Financial Planning Assistant for a direct hire opportunity in Fairlawn. 

$18.00 per hour, Based on Experience

Financial Planning Assistance           


  • prep work for all client appointments (application, prospectuses, Morningstar, PMT, etc.)
  • assistance with data entry for all financial plans, NaviPlan, Morningstar, etc.
  • review and edit them for organization
  • prepare correspondence and agreements for advisor/client signatures
  • review and update client information as needed for client review meetings
  • Copy and follow-up with home office on related issues

Client Service                                               

  • answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts.
  • set up and maintain client management system
  • maintain files and records
  • write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
  • able to utilize and understand unique tools and processes available

Practice Management                      

  • plan and prioritize own work schedule as well as Advisor’s
  • use to-do lists, calendars, computer software or other work/time management systems
  • perform other allowable duties as assigned by the Financial Advisor(s)
  • act as a technical resource provide training and support to other planning assistants in the practice
  • may ask questions regarding the financial planning process but cannot make recommendations
  • coordinate seminars and client appreciation events
  • able to utilize and understand unique tools and processes available

Key traits of a successful Financial Planning Analyst


  • Direct attention to detail and organization
  • Effective Communication with clients and other advisors/staff
  • Effective and efficient time management
  • Polite and clear phone manner
  • Ability to multi-task

    1.         Quality of Work: Accurate, neat, attentive to detail, consistent, takes time to do it right, thorough, high standards, follows procedures.

    2.         Dependability:  Consistent attendance, punctuality, and reliability.  Follows policy completely.

    3.         Communication: Adept at oral and written communication, shares information with peers and supervisors, handles internal and external communications.

    4.         Internal/External Relationships: Agreeable, constructive, flexible, helps without being asked, handles customers/vendors/outsiders, seeks and maintains good relationships, expedites orders and projects.

    5.         Judgment: Tactful, displays sensitivity, uses common sense, maintains confidentiality, makes sound decisions, sizes up situations, takes appropriate actions.

    6.         Organizational Abilities: Sets realistic priorities, organizes time, sets schedules, meets deadlines, completes projects on time, uses time well, does not waste time, ability to coordinate with others.

    7.         Volume of Work: Keeps up with workload, meets crash programs when necessary, steady, consistent, willing to put in extra effort.

    8.         Job Knowledge / Technical Skills: Knows what has to be done, seldom needs instruction, proficient in all technical aspects of job, knows how to run equipment, able to work independently, able to instruct, guides and trains others, understands safety/security procedures and maintains them.

    9.         Motivation: Genuine commitment to job, energetic, self-starting, shows initiative, commitment, positive attitude, enthusiasm, and high energy level.

    10.       Reaction to Stress: Can be depended upon when deadline pressures intensify, able to remain calm and effective despite irritation or changes in plans and policies, rarely loses temper, shows good frustration tolerance, able to handle irate customers/vendors.

    11.       Problem Solving: Troubleshoots, quick insight and able to learn, handles complex assignments, analytical, gets to the point quickly.

    12.       Creativity: Innovative, generates original solutions, develops new options, and suggests improvements

All Candidates must pass a PrideStaff background check and drug screen, and must provide two professional job references.

Staffing Done Right!

PrideStaff has won multiple Best of Staffing Awards for our great relationships with candidates.  Our candidates consistently rank us as one of the top staffing agencies in the country.  Over the years, we have helped tens of thousands of people find outstanding career growth opportunities. At PrideStaff, we truly value people, and we are dedicated to getting to know you and advocating on your behalf with our network employers across the country. Our Recruiters will help guide you with career tools and resources. We are pleased to offer a comprehensive benefits package to our Field Associates that provides peace of mind as you live and work.

·        Medical, Rx, and Wellness Benefits

·        Dental and Vision Plan Options

·        Short-term Disability

·        401(k) Retirement Plan

·        Holiday Pay

 Why PrideStaff?

Work with a Staffing Firm that works for you! PrideStaff can offer you a wide-range of rewarding career options. We help you find the job that best matches your skills, interests, and goals. With locally-owned offices throughout the country, PrideStaff gives you the inside track to great jobs with 3,000+ employers. You may be on a temporary assignment now, but you are not temporary to us!  We want to be your life-long talent agent.

 See what some of our Field Associates have to say:

“They don’t make you pay to search for jobs, they are searching for you"

"PrideStaff was able to find a job that fit me"

“Without them I wouldn’t have the position I have now"

Work with an agency committed to being your long term partner in staffing.

Work with PrideStaff! 

Apply today by calling (330) 510-5700.

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Job #296570