The Company

Pacific Crest Planning is devoted to serving our clients and communities by providing clarity and inspiring confidence in their financial future.

Summary: Pacific Crest Planning is seeking a Financial Planning Assistant. This position is a key member of our operations team within our company. The Financial Planning Assistant is responsible for preserving client relationships, completing money movement requests, opening new accounts, maintaining accounts and other tasks as assigned. The ideal candidate will hold an associate degree or higher, be a great team player and have excellent phone presence. CRM experience preferred.

Major Responsibilities:

• Maintain orderly and accurate client records.
• Answer client questions as it relates to servicing their accounts.
• Maintain contact with clients regarding money movement.
• Ensure accurate account setup and maintenance.
• Perform account maintenance tasks to free up financial advisor's time.
• Work with back office to resolve issues.

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Qualifications:

• Bright, energetic professional with excellent communication and interpersonal skills.
• Highly motivated self-starter who can work autonomously and as part of a team in a fast-paced, changing environment.
• Ability to manage multiple tasks with shifting priorities and timeframes.
• High level of initiative, creative thinking, decision making and problem resolution skills.
• Demonstrate PC literacy and proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Excellent verbal communication skills in person and via telephone.
• Excellent written communication skills via email and other forms of written business communication.
• Maintain excellent attendance standards.

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Requirements:

• Proficiency with Microsoft Office Suite required.
• CRM experience preferred.
• Associate degree or higher preferred.
• Must be able to pass a background check.