Senior Financial Planning Assistant
24x7 Direct65K PHP per monthUnited States only
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Opens the original posting on Himalayas.
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- This is a remote position.
- Senior Financial Planning Assistant
Role Summary
We’re seeking a detail-oriented Senior Financial Planning Assistant to support high-income professional clients through the full advice process end-to-end , with a strong focus on onboarding and implementation . You’ll be the operational focal point working closely with the adviser, keeping workflows tight, deadlines met, and clients updated—while collaborating with the broader team and also working independently.