Investment InternBookmark This
Planning Solutions Group
8161 Maple Lawn Blvd.
DescriptionPlanning Solutions Group is a holistic, fee-based financial planning firm. Our innovative solutions are the result of a collaborative approach; we coordinate with our clients’ existing advisors and review their financial outlook to design a comprehensive plan to fit their needs. Our approach is unique because we make recommendations based on all aspects of our clients’ lives. Over the years, we have been proud to serve as a trusted advisor in the areas of wealth management, estate planning, business succession, retirement, and risk management. Our talented team of experienced professionals considers legal, accounting, and financial perspectives to offer a cross-disciplinary approach to planning. Given the complex needs of our individual, executive, retiree, and business owner clients, we provide the input and advice that you need to make timely and informed decisions. We are committed to providing our clients with the highest level of service and “Exceeding Expectations” to ensure a positive and life-changing planning experience.
This position’s primary responsibility will be to provide support for PSG’s operations department.
-Data capture of client information as it relates to investment accounts
-Reconciliation of outside data fees on performance reporting software
-Distribution of cash lists to advisors
-Reconciliation of distribution and contribution plans
-Assist with the establishment of new accounts and tracking of assets
-Retirement Plan data capture and process efficiencies
-Portfolio and model assignments within managed accounts
-General operational support and special projects
RequirementsAny year. Finance/Accounting or Economics major. Detail oriented and well organized.
Strong computer skills – Word, Excel, Power Point – required.
Able to work 15+ hours a week preferred