Investment Planning Coordinator

Job Description

Job DescriptionAbout Us: We’re a full-service financial planning and investment firm located in the heart of downtown Springfield, MA. Our business is about more than financial numbers. It’s about who these numbers represent. We understand that every person who walks through our door has a unique life story and a vision for their journey ahead. We pride ourselves on listening and understanding those visions to design customized financial plans that span wealth building, retirement, investment, educational savings and estate planning. Our business is growing, and we need to expand our team with a professional that is passionate about our mission and representing our brand. Job Summary: We are seeking a full-time Investment Planning Coordinator to join our growing team. This role is pivotal in ensuring our team has the information and resources needed to create optimal solutions for our clients. As the bridge between clients and planners, you will play a critical role in gathering, updating, and organizing client data, preparing files for review, and supporting follow-up actions to ensure smooth execution of financial strategies The ideal candidate will possess a client-focused mindset, a proactive approach, exceptional organizational skills, and the ability to work both independently and collaboratively in a dynamic, mission-driven environment. Attention to detail, confidentiality, and commitment to delivering high-quality results are essential. Joining our team is a mutual investment. This role provides opportunities for growth, recognizing strong performance, demonstrated initiative, and alignment with our values and goals.
Qualifications: · Professional demeanor and client-facing experience. · Exceptional organizational and time management skills with strong attention to detail. · Excellent verbal and written communication skills to build relationships and reinforce the firm’s reputation. · Critical thinking and the ability to synthesize information for actionable insights. · Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and financial planning software (experience preferred). · Experience in client support or similar role in the financial or professional services industry. · Bachelor’s degree in business, finance, or a related field preferred.Key Responsibilities: · Client Engagement: Communicate with clients to request and collect necessary documentation, ensuring timely follow-through for updates and annual reviews.



· Support our Director of Research: Prepare and organize client files by gathering and entering data into analytical software. Draft investment reports tailored to client needs and collaborate with advisors on researching investment opportunities. · Follow Up Coordination: Assist in managing action items, including facilitating client completion of outstanding tasks, ensuring a seamless process from strategy to implementation.

· Compliance and Confidentiality: Uphold accuracy and confidentiality in maintaining records, adhering to industry regulations and organizational policies. Ensure both electronic and physical files are organized, up-to-date, and readily accessible.

· Process Improvement: Collaborate with the team to improve workflows and enhance client experience.

Benefits:· Competitive salary · 401(k) plan · Paid time off and holidays · Work from home half-day Fridays in the summer · Opportunity for growth and advancement within the company · Positive and collaborative work environmentWHAT ELSE CAN YOU TELL ME? This is a professional, on-site position located in our Springfield, MA business office, adhering to a business professional dress code. The salary range is $48,000 to $52,000. The schedule is Monday through Friday, with core business hours from 9:00 AM to 5:30 PM.To apply: Please include your resume and cover letter along with your best contact information (email and phone) for important follow-up correspondence. Once our team reviews your application and qualifications, selected candidates will be contacted for a virtual interview and next steps.