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Financial Planning Admin: Hybrid, Training
Job in
Kent, King County, Washington, 98089, USA
Listed on 2026-01-23
Listing for:
IDEX Consulting
Full Time, Apprenticeship/Internship
position Listed on 2026-01-23
Job specializations:
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Administrative/Clerical
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Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial services consultancy based in Kent is seeking an experienced Financial Planning Administrator to provide essential administrative support to Financial Planners. The ideal candidate will have a strong client service ethic and be able to manage relationships effectively. Responsibilities include maintaining client records, preparing meeting materials, and liaising with operational teams.
This role offers a competitive salary and a hybrid working model, along with comprehensive training and benefits including private medical insurance and pension contributions.
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