Financial Services Associate

Job Title: Advisory Assistant

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Location: Saint Cloud, MN

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Duration: 12 months

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Pay: $20/hr - $23.74/hr (DOE)

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The Planet Group is seeking an Advisory Assistant who will perform a variety of tasks using their advisory platform. Primary task will be building models and entering proposal information in the system but could also include other tasks such as running reports. The Advisory Assistant must be proficient with MS Excel and have experience with Pivot Tables, a strong attention to detail, and a quick learner.

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Duties:

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• Building models
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• Entering proposal information in the system
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• Running reports
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Requirements:

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• Proficient with MS Excel and have experience with Pivot Tables
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• Strong attention to detail
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• Quick learner.
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