The Miller Financial Group · 1 day ago
Part Time: Financial Planning Office Support
United States
Part-time
Remote
New Grad, Entry LevelThe Miller Financial Group is a family-owned team of Certified Financial Planners® specializing in Comprehensive Financial Planning and Estate Planning. They are seeking a part-time Financial Planning Office Support to assist their Certified Financial Planners with various administrative tasks and client meeting preparations.
Financial ServicesInsuranceRetirementWealth Management
No H1B
U.S. Citizen Only
Responsibilities
This role will help support our three Certified Financial Planners with financial planning activities and meeting preparation
Administrative Projects
Work within Redtail CRM
Estate Planning Data Entry
Excel Investment and Insurance Updates
Uploads and Organization of client documents
Calendly Scheduling and Updates to Meeting Schedule
Qualification
Required
US Citizen
Embody TMFGs Core Values
Desire to work Part-Time with our team long-term
Experience with administrative work for a Financial Planning office
Attention to detail and the ability to organize and prioritize tasks
Some Finance, Retirement, and Investment knowledge
Excellent written and verbal communication skills
Company
The Miller Financial Group
The Miller Financial Group provides wealth management, insurance planning, and retirement plan services for families and business owners.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Rob Miller, CFP
President & CEO
Company data provided by crunchbase