We are a small financial planning and investment advisory firm based in Newton, MA. You will be working directly with the two principals who have more than 25 years' experience in the financial industry. Your primary responsibilities will be providing administrative support for the data input activities associated with creating financial plans, investment accounts and our client relationship management (CRM) system. As part of our team, you will be exposed to all aspects of our financial planning business, including the entry of financial data into state-of-the-art planning software. You will also be responsible for several financial data projects, including reorganization of our cloud-based client recordkeeping system. Investment research – You will conduct research using