Senior Analyst, Family Office Services Role
MNP • shubenacadie east, Canada
Role Description
Make an impact in the Family Office Services team at MNP as a Senior Analyst. You'll engage in financial planning for affluent families, guiding them through their wealth journey.
In this role, you will support financial analysis processes for high net worth and ultra-high net worth clients. Your focus will be on preparing detailed financial plans and improving project workflows to enhance client service. MNP's environment encourages professional growth and innovation.
Key Responsibilities: • Develop comprehensive financial strategies for HNW clients • Work collaboratively across service lines to execute projects • Deliver insightful reports and communication to clients • Maintain and update financial planning templates and systems • Drive process improvements for efficiency
Requirements: • Completion of CFP curriculum preferred • 2-4 years in a personal finance-related capacity • Use of financial planning software is highly desirable • Strong skills in Micro...
In this role, you will support financial analysis processes for high net worth and ultra-high net worth clients. Your focus will be on preparing detailed financial plans and improving project workflows to enhance client service. MNP's environment encourages professional growth and innovation.
Key Responsibilities: • Develop comprehensive financial strategies for HNW clients • Work collaboratively across service lines to execute projects • Deliver insightful reports and communication to clients • Maintain and update financial planning templates and systems • Drive process improvements for efficiency
Requirements: • Completion of CFP curriculum preferred • 2-4 years in a personal finance-related capacity • Use of financial planning software is highly desirable • Strong skills in Micro...