Financial Planning Assistant

Job Summary

Supporting the Financial Planning & Analysis team, the full-time Financial Planning Assistant will assist with recurring reporting, statistical account development, and various analytical projects in a remote role with a preference for candidates in the Greater Boston area.

Key responsibilities

• Assist with preparation of recurring and ad hoc reporting deliverables
• Build and develop statistical account sheets and prepare Adaptive load templates under guidance
• Compile industry comparables and conduct research to support planning and analysis

Required qualifications

• Experience with Excel and large data sets
• Ability to manage multiple priorities and meet deadlines
• Detail-oriented with a strong desire to learn
• Temporary availability for approximately 3 months
• Preference for candidates located in the Greater Boston area