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Financial Planning AssistantVirtualVocations • Jacksonville, Florida, United States
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Financial Planning Assistant

Financial Planning Assistant

VirtualVocations • Jacksonville, Florida, United States
30+ days ago
Job type
  • Full-time
Job description

Supporting the Financial Planning & Analysis team, the full-time Financial Planning Assistant will assist with recurring reporting, statistical account development, and various analytical projects in a remote role with a preference for candidates in the Greater Boston area. Key responsibilities Assist with preparation of recurring and ad hoc reporting deliverables Build and develop statistical account sheets and prepare Adaptive load templates under guidance Compile industry comparables and conduct research to support planning and analysis Required qualifications Experience with Excel and large data sets Ability to manage multiple priorities and meet deadlines Detail-oriented with a strong desire to learn Temporary availability for approximately 3 months Preference for candidates located in the Greater Boston area

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Financial Planning Assistant • Jacksonville, Florida, United States

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