Assist the Financial Planning team with administrative needs, coordinating the financial planning and consolidated reporting processes, and processing client data
Job Summary
Assist the Financial Planning team with administrative needs, coordinating the financial planning and consolidated reporting processes, and processing client data.
Responsible for ensuring consolidated reports are prepared/scheduled and maintaining client data integrity and system updates.
BDO offers an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.
Matching Summary
Assist the Financial Planning team with administrative needs, coordinating the financial planning and consolidated reporting processes, and processing client data.
Salary
$60,000 - $90,000 annually
Skills & Requirements
Must-have
Client data processing and entry
Consolidated reporting preparation
Client data integrity and system updates
Meeting preparation and research
Nice-to-have
People-first culture
Digital tool adoption
Professional growth focus
Key Requirements
2+ years experience in wealth/financial planning industry