Client-Centric Financial Planning Assistant
Listed on 2026-09-17
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Finance & Banking
Finance Assistant, Office Administrator/ Coordinator
Custer Burish Financial Services is seeking a Financial Planner Assistant to support senior planners and clients across retirement, investment and estate planning. The role emphasizes discretion, attention to detail and delivering a high-quality client experience.
You'll work with planners, clients, financial institutions and vendors, handling inquiries, scheduling, and data entry while using systems like OnBase, Morningstar, eMoney and Redtail CRM to support day-to-day operations.
Our team is growing, and we are hiring a Client-Centric Financial Planning Assistant in AL, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client-Centric Financial Planning Assistant role in the description above.
We appreciate your interest in this position.
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