Job Description
Elevate wealth management with MNP as a Senior Analyst in Family Office Services. Support high net worth families by crafting effective financial strategies and plans tailored to their needs.
As part of MNP's Family Office Services team, you will assist high net worth and ultra-high net worth clients in their financial planning journey. Your role focuses on preparing comprehensive financial plans, collaborating across service lines, and enhancing project coordination. This position involves improving processes and refining deliverables to ensure optimum results for clients.
Key Responsibilities:
• Prepare financial plans for High Net Worth clients
• Collaborate with professionals across multiple services
• Produce communications and deliver reports effectively
• Enhance and maintain deliverables and filing systems
• Improve processes within the financial planning framework
Requirements:
• Registered in or completed CFP curriculum
• 2-4 years of personal fi...
As part of MNP's Family Office Services team, you will assist high net worth and ultra-high net worth clients in their financial planning journey. Your role focuses on preparing comprehensive financial plans, collaborating across service lines, and enhancing project coordination. This position involves improving processes and refining deliverables to ensure optimum results for clients.
Key Responsibilities:
• Prepare financial plans for High Net Worth clients
• Collaborate with professionals across multiple services
• Produce communications and deliver reports effectively
• Enhance and maintain deliverables and filing systems
• Improve processes within the financial planning framework
Requirements:
• Registered in or completed CFP curriculum
• 2-4 years of personal fi...