Finance SpecialistCYNET SYSTEMS • Springfield, MA, United States
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Finance Specialist
CYNET SYSTEMS • Springfield, MA, United States
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job_description.job_card.job_descriptionEnter client data into financial planning software including eMoney, Right Capital, and Money Guide Elite. Assist team members with plan analysis, design, and development of client strategies to achieve financial goals. Manage workflow between advisors, planners, and consultants to ensure timely plan delivery. Serve as a communication bridge between planning teams to ensure smooth collaboration. Prepare correspondence, track financial plan progress, and follow up where needed. Proactively engage with advisors to ensure efficient planning processes and follow-up on annual plan renewals. Resolve Not-in-Good-Order (NIGO) issues promptly. Research and recommend new workflow or software solutions to improve processes. Create and organize presentation materials for team members. Work closely with consultants to keep them informed of upcoming commitments and responsibilities. Support advisors with proactive solutions that improve efficiency and profitability. Embrace the organization s consultative approach to client service through continuous improvement and collaboration. Strong proficiency in eMoney (must be an active user). Excellent communication skills, both verbal and written. Technological proficiency with advanced skills in Excel, PowerPoint, and other digital tools. Strong research and problem-solving abilities. Highly organized with attention to detail and accuracy. Team-oriented with strong collaboration and interpersonal skills. Minimum 1 year of experience in financial services. Series 7 license required at time of application. Series 63 or equivalent license required or must be obtained within 180 days of start.
Job Description :
Pay Range : $25hr - $30hr
- The Financial Planning Support Specialist will be responsible for supporting advisors and consultants by handling client data entry, assisting in financial plan design, and coordinating workflow between planning teams.
- This role ensures smooth communication between advisors and consultants while maintaining accuracy and timeliness in all aspects of the financial planning process.
Responsibilities :
Skills :
Experience :
Qualification And Education :
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Finance Specialist • Springfield, MA, United States
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