What are the responsibilities and job description for the Client Service Associate (Part-time) position at Human Resource Potential, LLC?
Who We Are: Plan It Financial Group is more than just a financial planning firm. We're a tight-knit team led by three CERTIFIED FINANCIAL PLANNER™ professionals, enhanced by national resources. We partner with individuals, families, and businesses to provide comprehensive financial planning services, investment planning, retirement strategies, education funding, and insurance solutions. Our mission is to help our clients achieve their financial goals while living joyful and balanced lives. Our core values are: we go above and beyond, we have a trustworthy team, and we encourage joyful living. Discover more about these values and our team by visiting our website at www.planitfg.com.
Our Opportunity: Join us as a part-time (flexible hours) Client Service Associate and become a pivotal part of our team, directly supporting our CFP® professionals and enhancing our clients' journey toward their financial aspirations. This role plays an important part in delivering exceptional client experience by assisting with scheduling, client communication, document organization, and general administrative tasks.
The ideal candidate is organized, professional, and comfortable working in a client-focused financial planning environment.
Key Responsibilities
Client Support
- Answer incoming calls and assist clients with scheduling or basic inquiries
- Prepare client meeting packets and documentation
- Follow-up with clients regarding paperwork or appointment confirmations
Administrative Support
- Maintain organized client files (digital and physical)
- Assist with document preparation, scanning, and data entry
- Support the Operations Manager with administrative tasks
- Process incoming and outgoing mail
Office Coordination
- Maintain office organization and supply inventory
- Coordinate internal team meetings and logistics
Advisor Support
- Prepare basic reports or materials for client meetings
- Update client information in CRM systems
- Help track client follow-ups and outstanding tasks
What We’re Looking For:
- Prior administrative or office support experience preferred
- Experience in financial services, insurance, banking, or professional services is a plus
- Strong organizational and time-management skills
- Excellent written and verbal communication
- Comfortable with Microsoft Office / Google Workspace
- Ability to handle confidential financial information with discretion
Pay Range: $20.00 - $25.00 (commensurate with experience)
Schedule: Part-Time (approximately 15–25 hours per week), flexibility, on-site
*Plan It Financial Group is proud to be an Equal Opportunity Employer (EOO).
Pay: $20.00 - $25.00 per hour
Application Question(s):
- What are your salary requirements?
Experience:
- administrative or office support : 1 year (Preferred)
Work Location: In person
Salary : $20 - $25