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 Details Originally posted on Himalayas