Financial Planning Support Assistant

Our Company At DOXA, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly.

What sets DOXA apart is our commitment to fostering a vibrant and supportive team culture. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you thrive both personally and professionally.

Role Summary

As a Financial Planning Support Assistant, you provide high-quality operational and client service support to the financial planning team. The role focuses on accurate data management, client review preparation, and workflow coordination, including gathering information across systems, preparing presentation materials, supporting data migrations, and completing documentation in accordance with established procedures. You also assist w...