Low hour flight jobs11/13/2023 You welcome change with a smile and can seamlessly adjust to evolving priorities and tasks in a dynamic environment You’re a multitasking machine with a demonstrated ability to manage multiple priorities and meet deadlines You are a fact-checker, an executor, and an instrument for efficiency Seriously impressive written and verbal communication skills that provide an immediate and lasting positive impact You never understand why people forget to set a timer and their cookies burn Maintaining calendars, scheduling and organizing meetings, and managing data and systems is one of your superhero skills You are pilot-like when given a checklist or procedure manual.nothing is missed Next-level administrative and organization skills Bonus points if you were working at a fee-only RIAĮxperience with financial planning software systems What You’ll Bring to the Table (If you think, “I only meet 80% of these qualifications”, still apply!)Ģ+ years of experience in the financial services or personal finance industry. Parents, military spouses, veterans, retirees, career changers, and those interested in entering or re-entering the workforce are encouraged to apply! Must be able to communicate with the team during scheduled work hours Status: Part-time (20-25 hours/week, non-exempt), flexible scheduleħ5% of this position is flexible giving you the opportunity to work mostly when you want and where you want! 25% However, there are meeting requirements (Mon-Thurs). Provide feedback on what additional pain points our members have and what services we could begin to offer Track your processes for completing tasks, and continuously improve on those processesīuild workflows and automations to maximize efficiency Tasks will vary but will focus on database and contact management, client meeting support, editing and formatting, CRM management, and general operations support. Thinkers, Tinkers, and Innovators are welcome! This is a new team here at XYPN and you will have an opportunity to serve members and help improve this budding service line. Additionally, this service line will focus on training and giving career paths to individuals in marginalized communities such as military spouses, students, career-changes, stay-at-home parents, and those who have been out of the workforce for a period of time. This team member will be a crucial part of making lives better. Our focus is helping our members identify what is holding them back from living their great lives and scaling their businesses. Our VA service provides a range of services including social media and website management, research assistance, editing and formatting support, data handling, systems administration, email, calendar, and travel oversight, and client support including meeting, task management, and document management support. Our VA program has been designed to meet the needs of our members and their growing business. Our members are busy entrepreneurs looking to scale their businesses. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry for the better.Ībout the Virtual Assistant (VA) Program:ĭo you thrive on helping others reach their full potential, like being the Robin to someone’s Batman? Are you looking to slowly enter back into a career or take on a small side gig to earn extra income? If so this might be for you! In addition, we have earned accolades from 2018-2022 as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. XY Planning Network (XYPN) is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee without product sales or asset minimums.
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