Preferred Planning Services Published: May 18, 2017
Job Type
Exp Level
$ - $

Office Assistant

Busy New Albany financial planning firm needs a full time office assistant.

  • Candidate will need basic understanding of financial planning.
  • Candidate will be working directly with clients, their accounts and families.
  • Must be organized.
  • Real estate knowledge would be a plus.

In addition to the client work, the candidate may be asked to market in the area, working with referral sources, nonprofit organizations and helping with client events.

Please send your resume to

106 E Main St
New Albany, Ohio 43054
Be brief. This is your chance to stand out!
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About Preferred Planning Services

Active Listings: 1 Registered: May 19, 2017 (4 days ago)
Three words that describe your company's culture or values
Dependable, Trustworthy, Thorough

Company Information


Preferred Planning Services (PPS) in New Albany, Ohio, is a financial planning firm that specializes in assisting seniors with preserving their assets as they face changing health needs. Created nearly twenty years ago to provide seniors with an opportunity to receive quality, timely information about managing and protecting their assets from the devastating costs of their long term care needs, we are committed to answering your questions concerning:

  • Proper Asset Division
  • Gifting
  • Long Term Care
  • Medicaid Rules
  • Veterans Affairs (VA) Qualification Criteria
  • Care Planning Strategies

Jim Zifer, President of Preferred Planning Services (PPS), believes in a team approach to planning, and works with elder law attorneys to find a single source for you, and your family, to find the answers to your questions. By using this approach, we help make the best use of all the resources available to ensure that you are properly protected.

Current job openings at Preferred Planning Services

Office Assistant   Columbus new
May 18, 2017