Stonebridge Financial Planning Group, LLC · 1 day ago
Account Specialist
Orlando, FL
Full-time
Onsite
Mid LevelStonebridge Financial Planning Group, LLC is growing and seeking a new Account Specialist to join their values-driven team culture. The role involves supporting Advisors and the Client Experience team to ensure a smooth and exceptional client experience.
AdviceFinancial ServicesReal Estate Investment
Responsibilities
Open, update, and maintain client accounts from start to finish following our new account checklists
Prepare, review, and distribute client letters and documents (digital & paper)
Complete CRM tasks with accuracy and timeliness
Maintain organized and accurate account records
Develop and update workflows and documented systems
Manage invoicing for Divorce Consulting & Financial Plans via Square, including monitoring open invoices
Notify clients when checks are deposited
Run the monthly billable report
Monitor DocuSign activity
Support Advisors, Paraplanners, and the Client Experience Manager as needed
Collaborate with the Operations Team on assigned tasks and projects
Jump in on additional projects as assigned
Qualification
Required
experience in a similar role
High energy and strong interpersonal + communication skills
Proficiency in Microsoft 365
The ability to work independently and solve operational challenges creatively
A client-centric mindset with a genuine desire to serve and support
A team-first mentality rooted in respect, collaboration, and creativity
Excellent organizational + time‑management skills; ability to juggle multiple tasks
High ethical standards, professionalism, confidentiality, and honesty
Benefits
Benefits Eligible
Company
Stonebridge Financial Planning Group, LLC
Stonebridge Financial Planning Group is a passionate team of professionals who are committed to helping you experience the lifestyle outcomes you desire.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
John A. Webb
CFO
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