Senior Financial Planning Administrator
Attivogroup
About this role
Attivo is a privately owned Lifestyle Financial Planning company dedicated to building trust through transparency and personalized service. The role involves supporting an Associate Director in administrative tasks to ensure the delivery of high-quality client service and efficient operations within a financial planning environment.
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
$70k – $95k
per year
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