Financial Assistant

Lakeview Financial Consultants is a trusted financial planning firm dedicated to providing personalized and professional services to its clients. Offering a wide range of services, including investment advisory, tax planning, asset management, insurance, and retirement planning, the firm focuses on helping clients achieve long‑term financial success. With strong values of trust, communication, and consistent support, Lakeview Financial Consultants works closely with clients to set and achieve their financial goals.

Leveraging advanced technology and thorough research, the firm delivers customized asset analysis, allocation strategies, and investment services.

• Assist with client service and account administration, including new account applications, transfers, and ongoing service requests
• Answer phones, respond to client inquiries, and provide a high level of customer service
• Manage and coordinate calendars, appointments, and meetings for advisors
• Maintain accurate client records and documentation
• Support advisors with meeting preparation and follow‑ups
• Work collaboratively as a team player in a fast‑paced, client‑focused environment
• Learn and utilize industry software and CRM tools

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Prior experience in a financial services or office environment preferred
• Strong organizational and communication skills
• Detail‑oriented with the ability to manage multiple tasks
• Proactive attitude and willingness to learn and grow within the firm
• Experience with or willingness to learn the following software:
  Redtail CRM
• eMoney
• Money Guide Pro
• Potential Bonus Compensation
• 401k and employer match
• Clear career advancement path toward an advisory role
• Opportunity to bring in your own book of business
• Competitive payout structure for personal production
• Ongoing mentorship and professional development

• Independent firm with flexibility and autonomy
• Supportive team culture
• Opportunity to build a long‑term career in financial planning
• Competitive compensation based on experience and growth

• Experience in operations management, team leadership, and workflow optimization
• Familiarity with financial planning services, including investment management, tax planning, and retirement strategies
• Strong analytical, problem‑solving, and decision‑making skills
• Proficiency with financial technology tools and platforms
• Excellent organizational, communication, and customer service skills
• Ability to work both independently and collaboratively in a hybrid work environment
• Bachelor’s degree in Business Administration, Finance, or a related field (Master’s degree or relevant certifications such as CFP or CFA are a plus)
• Industry experience is preferred but not required