Financial Planning Administrative Assistant in Indianapolis, IN at Vaco

Date Posted: 6/25/2019

Job Snapshot

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  • Experience:
    At least 1 year(s)
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Job Description

Are you a forward thinker, organized, or able to anticipate and meet needs for your team? Have you always wanted to get your foot in the door with an AMAZING downtown company in financial services? Do you enjoy a fast-paced environment and delivering superior client services? If so, this could be the role for you!

Vaco would love to connect you to our wonderful downtown located client to be in consideration for their financial planning administrative assistant role.

Job Description:
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.


  • 1-2 years minimum of Financial Planning experience
  • Willingness to earn licenses
  • High attention to detali
  • Strong communication skills
  • Bachelors Degree preferred