Creative Planning
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Direct message the job poster from Creative Planning
This position is a top contributor to our employer brand by kicking off a world‑class experience for clients and guests when they arrive. In addition, you will provide general office support with a variety of clerical activities and related tasks including answering the phone, formatting, proofing, binding, copying, scanning, filing, mailing, and creating PDFs. This position is seen as a go‑to support function for the entire office and will accordingly, work on a variety of tasks (e.g. scheduling and general administrative support for leadership) all while representing our core values that makes us who we are!
Job Duties
Provide executive support to Managing Director
Attend meetings as needed
Find and add Creative Planning wealth management tax documents, MLP K‑1’s, and other client information as needed
Sort information to prepare for scanning in CCH
Contact clients with status update of tax or audit information.
Scan client documents into CPA systems
Proof client deliverables as needed
Receive mail and file, sort, and distribute mail
Assist with various projects and other duties as assigned.
Answer incoming calls and assume receptionist duties when needed, i.e. lunch coverage rotation
Schedule appointments
Greeting clients & visitors
Required Experience / Qualifications
2 years of experience in an administrative position or support role
Multi‑task, problem solve, and complete all assigned duties
Strong written and verbal communication; excellent interpersonal skills
Utilizes office machines such as computers, copier/scanner, printers, and calculators
Organized and detail oriented; able to maintain records and files
Able to conduct themselves in a professional manner with clients and internal staff
Ability to produce high quality work; able to maintain confidentiality at all times
Strong understanding of Microsoft Office suite
Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.
Seniority Level Associate
Employment Type Full-time
Job Function Accounting/Auditing and Administrative
Industries Financial Services, Accounting, and Administrative and Support Services
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Creative Planning
This position is a top contributor to our employer brand by kicking off a world‑class experience for clients and guests when they arrive. In addition, you will provide general office support with a variety of clerical activities and related tasks including answering the phone, formatting, proofing, binding, copying, scanning, filing, mailing, and creating PDFs. This position is seen as a go‑to support function for the entire office and will accordingly, work on a variety of tasks (e.g. scheduling and general administrative support for leadership) all while representing our core values that makes us who we are!
Job Duties
Provide executive support to Managing Director
Attend meetings as needed
Find and add Creative Planning wealth management tax documents, MLP K‑1’s, and other client information as needed
Sort information to prepare for scanning in CCH
Contact clients with status update of tax or audit information.
Scan client documents into CPA systems
Proof client deliverables as needed
Receive mail and file, sort, and distribute mail
Assist with various projects and other duties as assigned.
Answer incoming calls and assume receptionist duties when needed, i.e. lunch coverage rotation
Schedule appointments
Greeting clients & visitors
Required Experience / Qualifications
2 years of experience in an administrative position or support role
Multi‑task, problem solve, and complete all assigned duties
Strong written and verbal communication; excellent interpersonal skills
Utilizes office machines such as computers, copier/scanner, printers, and calculators
Organized and detail oriented; able to maintain records and files
Able to conduct themselves in a professional manner with clients and internal staff
Ability to produce high quality work; able to maintain confidentiality at all times
Strong understanding of Microsoft Office suite
Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.
Seniority Level Associate
Employment Type Full-time
Job Function Accounting/Auditing and Administrative
Industries Financial Services, Accounting, and Administrative and Support Services
#J-18808-Ljbffr