What are the responsibilities and job description for the Assistant position at Capstone Planning, LLC?
Company Description
Capstone Planning, LLC aims to be your most trusted advisor through professional education, knowledge, integrity, and personalized services. Founded in 1997, the company upholds traditional values such as hard work, loyalty, uncompromising quality, personal service, and honesty. Capstone Planning is distinct for its focus on risk management, a field in which it has excelled since inception. This commitment has fostered long-lasting relationships with clients who continually trust Capstone Planning with their financial planning needs.
Role Description
This is a full-time on-site role for an Assistant, located in Palm Coast, FL. The Assistant will be responsible for daily administrative tasks, including managing schedules, coordinating meetings, handling correspondence, and maintaining client records. Additional duties include supporting financial planning activities, conducting research, and ensuring efficient office operations.
Qualifications
- Administrative skills including managing schedules, coordinating meetings, and handling correspondence
- Experience in maintaining client records and supporting financial planning activities
- Excellent organizational, time-management, and multitasking skills
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite and relevant software applications
- Ability to work independently and as part of a team
- Experience in the financial services industry is beneficial