Associate Financial Planning and Analysis Specialist

We are seeking a detail-oriented and proactive individual to support our financial planning practice. This role involves managing daily administrative tasks, client appointment setting, marketing initiatives, and operational improvements to ensure a seamless client experience.

Core Responsibilities

Daily Administration & CRM Management

• Manage Outlook inbox and calendar, ensuring all client communications and appointments are "set regarded" in Dynamics 365.
• Process post-appointment results and case notes, ensuring CRM files are updated with accurate subject lines and next steps.
• Schedule follow-up phone calls and marketing list assignments based on advisor case notes.
• Proactively monitor advisor backlog on case notes and send reminders for missing data.

Appointment Setting & Client Experience

• Conduct outbound calls for annual reviews and appointment setting, referencing previous notes for context.
• Optimize the advisor's schedule by clustering in-person meetings on specific days (Tues/Thurs) while booking virtual meetings flexibly.
• Maintain accurate birthday records on the calendar and reference NM Connect for upcoming milestones.

Weekly Operations & Marketing

• Update weekly opportunity lists in CRM prior to positive focus meetings.
• Assist in case preparation, including PX, CCV, and IFL reports.
• Participate in tactical meetings to plan marketing and prospecting for the week ahead.
• Submit and track client-facing materials through compliance approval via Marketing Commons.

Qualifications

• Proficiency in Microsoft Outlook and Dynamics 365 (CRM).
• Strong communication skills for professional client outreach.
• Ability to identify process improvements and contribute to strategic business planning.
• High level of discretion and attention to security details.
• NYLAAH
• SIE, Series 6/7, Series 63/66 Preferred

Pay: $45,000.00 - $52,000.00 per year

Work Location: In person

Salary : $45,000 - $52,000