Financial Planning Operations Coordinator

Make an Immediate Impact at a Leading Wealth Management Firm in Ada, OK

Help our advisors deliver exceptional client outcomes by coordinating the operational details that make great service possible.

Your Impact

• Keep advisor calendars aligned and client appointments organized.
• Execute client documentation workflows—prepare, review, and process with precision and regulatory compliance.
• Safeguard data integrity by maintaining accurate client records in our database.
• Deliver timely, courteous responses to client requests and questions.
• Assemble financial reports and build polished presentations for client meetings.
• Plan and coordinate client events and seminars.
• Provide reliable office support: filing, data entry, and supply management.

Qualifications

• High school diploma or equivalent required; bachelor’s in finance, business, or related field preferred.
• Administrative experience (financial services experience preferred).
• Strong organizational habits and deadline management.
• Professional written and verbal communication.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); financial software familiarity is advantageous.
• Detail-oriented with uncompromising confidentiality and accuracy.
• Positive attitude and eagerness to learn and advance.

Technical and Accounting Strengths

• Data Analysis and Manipulation
• Accounts Payable (AP)
• Accounts Receivable (AR)
• Bank Reconciliation
• Certified Public Accountant (CPA)
• Certified Management Accountant (CMA)
• Budgeting / Forecasting Experience
• Financial Audit Experience

Thrive With Us

Join a collaborative culture that values reliability, service, and continuous improvement. Grow your career while helping clients feel confident about their financial future.