Administrative Assistant for a Financial Planning Firm in the US (Home Based Par

Category: Finance Location: Scottsdale Arizona United States Support the lead financial planner with repeatable client onboarding tasks for a growing US/Canadian wealth management firm Complete and submit client account applications for both the Canadian and US entities, following each entity’s separate process Prepare and route Investment Policy Statements (IPS) and other client documents for signature Identify which entity (Canadian or US) each client is working with and apply the correct process accordingly Maintain and update client records in the CRM, keeping all information accurate and current Organize, file, and retrieve client documents in Box.com Follow established step-by-step checklists and SOPs, checking off tasks to ensure nothing is missed Handle sensitive and confidential client financial information with discretion Use AI tools to support daily workflows and efficiency Provide overflow support on marketing tasks as needed DetailsOriginally posted on Himalayas