Hybrid Financial Planning Ops & Admin Associate

A financial planning firm seeks a Financial Planning Operations & Administrative Associate. This part-time role involves managing client schedules, maintaining CRM records, and assisting with financial plans. Ideal candidates are proactive, detail-oriented, and tech-savvy, with strong communication skills. A flexible schedule is offered, with potential for long-term growth. This is an opportunity for students or early-career professionals seeking valuable experience in finance and operations.
Join us at Cosmotek College as our next Hybrid Financial Planning Ops & Admin Associate in San Ramon, CA, United States. This is a genuine position to take on the Hybrid Financial Planning Ops & Admin Associate role at Cosmotek College. As a Hybrid Financial Planning Ops & Admin Associate, you will play an important part at Cosmotek College in San Ramon, CA, United States.