Make a meaningful contribution as a Senior Analyst in the MNP Family Office Services team. This role emphasizes financial planning for high net worth clients and collaborative project delivery.
As a key member, you will support a multi-disciplinary team focusing on financial strategies for high net worth and ultra-high net worth clients. Your responsibilities will include preparing tailored financial plans and enhancing existing processes while coordinating with various professionals to ensure effective project outcomes.
Key Responsibilities: • Prepare financial plans for high-net-worth clients • Coordinate with professionals to deliver reports • Assist in process improvement activities • Maintain current deliverables and filing systems • Support multiple projects concurrently
Requirements: • Completed or enrolled in CFP curriculum • 2-4 years of personal finance experience • Proficiency in Excel, Power Point, and Word • Familiarity with financial planning software preferred • Strong written and verbal communication skills
