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 position offers a unique opportunity to contribute to the growth and success of Hardin Capital Partners while developing your expertise in operations and client advisory within the financial services industry. We are looking for an individual who thrives in a fast-paced environment and is eager to elevate their career in financial planning and operations management.

Responsibilities

• Assist in the preparation and analysis of financial plans for clients
• Coordinate and manage operational processes to improve efficiency
• Maintain accurate financial databases and prepare reports for stakeholders
• Support financial advisors in client outreach and relationship management
• Liaise with clients to gather necessary information and documents
• Conduct market research to assist in financial planning and investment strategies
• Monitor and ensure compliance with regulations and firm policies

Requirements

• Bachelor's degree in Business, or a related field
• Strong analytical skills and attention to detail
• Proficiency in financial software and Microsoft Office Suite
• Excellent communication and interpersonal skills
• Ability to work collaboratively in a team environment
• Strong organizational and time management skills
• Prior experience in financial services or operations is a plus

Benefits

• Health Care Plan (Medical)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Health Savings Account