Financial Planning Coordinator
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-06-06
Listing for:
W.A. Smith Financial Group
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Client Support for Tax & Estate Planning
Assist clients with onboarding, navigation, and updating their estate and tax planning information to ensure a frictionless and professional experience.
Responsibilities- Upload and manage client tax returns, generate reports, and extract relevant outputs from tax planning software.
- Maintain clear and accurate records of all tasks, reports, and client data entries in the training platform and ensure compliance with internal standards and industry regulations.
- Utilize CRM and firm software such as Salesforce, Wealthscape, Black Diamond, and E-Money to track client information and maintain consistency across platforms.
- Create a seamless experience for clients navigating estate and tax software, ensuring data entry accuracy and timely delivery of outputs to the advisory team.
Relevant experience in tax or estate planning client support and proficiency with CRM and tax planning software.
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