Operations Specialist / Financial Planning Assistant

Hardin Capital Partners, LLC is seeking a detail-oriented and motivated Operations Specialist / Financial Planning Assistant to join our dynamic team. In this vital role, you will enhance the efficiency of our financial planning operations while providing exceptional support to our clients and financial advisors. You will be responsible for various operational tasks, streamlining processes, and ensuring accurate financial data management. The ideal candidate will have a passion for finance and a strong desire to grow within a reputable investment firm. You will work closely with our financial planners to assist in the development of comprehensive financial strategies aimed at achieving client goals. Your analytical skills will play a crucial role in monitoring financial performance and preparing reports that will guide strategic decision-making. Additionally, you will be tasked with maintaining client relationships through effective communication and proactive service. This...