|
Our firm offers flexibility, a place to apply your gifts and passions, and the opportunity to grow in a supportive atmosphere that is both fun and professional.
We are a group of professionals who love what we do and how we do it. We operate within an environment that promotes individual and professional growth, laughter, creativity, personal responsibility and integrity. Our main premise is that we always do what's best for our client. In order to achieve and maintain the highest possible standards, we have adopted four non-negotiable rules:The Referability Habits*
1. Be on time.
2. Finish what you start.
3. Do what you say you will do.
4. Say "Please" and "Thank You."If you believe you can work happily within these parameters, we would like to hear from you.
The Life Planning Group is currently taking resumes for the following position(s):VIRTUAL FAMILY OFFICE COORDINATOR
Applicant should possess experience in coordinating complex projects and teams of professional advisors. Advanced skills in Microsoft Office software (e.g., Word, Publisher, graphics software) required. Demonstrate ability to communicate clearly and precisely--both orally and in writing--and welcome an opportunity to provide high-quality service to multiple client relationships. Must be able to be work independently and produce measurable results.
*TM & ©, 2005, The Strategic Coach, Inc. The Referability Habits are a trademark, copyright and integral concept of The Strategic Coach, Inc. All rights reserved. www.strategiccoach.com.