CFP-Driven Operations & Client Services
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-07-23
Listing for:
Next Level Planning
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
Next Level Planning in Melville, NY is seeking an operations assistant to support day-to-day internal operations, organize client paperwork, and ensure timely follow-up on service issues. The role offers upward mobility in a growing Financial Planning Firm.
The ideal candidate will have experience in financial services, strong communication skills, and proficiency with office software. Starting salary is $60,000 with benefits starting after 1 year.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×