This project involves providing assistance to a financial planning firm to integrate client databases.

The project will begin by:

• inputting all client information into software

And then will require attention to detail for the following:

• ensuring the client information is complete and accurate
• ensure the clients are entered into the company database with all relevant data
• if there are discrepancies - reach out to lead advisor for support on next step
• review the systems, procedures and practices for improvement and efficiencies

Initially training will be provided to the software used, as well as the end goal of the integration.

One on one support will be provide via zoom as needed.

Opportunity for additional mentorship in the financial planning space if the student is interested in continuing in the financial planning industry