Financial Planning Administrator
Attivogroup
About this role
Attivo is a lifestyle financial planning company that provides bespoke financial services with an emphasis on transparency and client trust. The role of the Financial Planning Administrator involves supporting the financial planning team by managing client data, processing business submissions and claims, and assisting with administrative tasks to ensure smooth operations.
Skills
About Attivogroup
attivogroup.coAttivo is an integrated group of independent marketing services agencies operating across Australia, New Zealand and the U.S., described as an ecosystem of marketing services leaders and innovators. The network offers connected, full‑funnel marketing capabilities—combining strategy, creative, digital, media and data—to help brands grow and innovate. As an independent, 100% connected group, Attivo emphasizes collaborative teams and integrated solutions that align expertise across markets and disciplines.
About Attivogroup
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Attivogroup.
Salary
$40k – $50k
per year
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