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Client & Team Support:
- Act as assistant to both the Lead Planner and Associate Planner.
- Manage scheduling including client reminders and nudges.
- Provide day-to-day administrative and client support to ensure seamless operations.
CRM & Client Service Calendar:
- Enter and maintain accurate data in the CRM.
- Track and complete workflows, task management, audits, and prospect reports.
- Manage client engagement activities such as birthday emails, milestone cards, and gift acknowledgements.
Billing & Growth Path:
- Support billing by updating account information and client service levels.
- Serve as an entry-level role designed to lead to Associate Planner after a minimum of one year.
- Gain exposure to the financial planning process with opportunities to learn and grow.
White Coat Planning
White Coat Planning provides comprehensive financial planning and investment management services for high-income professionals, guided by the principles of the White Coat Investor. The firm is a new, growing company focused on integrity and client care.