ZipRecruiter

Log In

1

Financial Planning Administrator Jobs (NOW HIRING)

Protingent

ERP Administrator

Newberg, OR · On-site

$80K - $115K/yr

This role is responsible an ERP administrator for Syteline, ensuring it effectively supports production, inventory, procurement, and financial operations. Job Responsibilities: * ERP Administration

DCI International, LLC

ERP Administrator

Newberg, OR · On-site

This role is responsible an ERP administrator for Syteline, ensuring it effectively supports production, inventory, procurement, and financial operations. Key Responsibilities * Serve as a system ...

Valar Atomics

NetSuite ERP Administrator

Torrance, CA · On-site

The Role We're looking for a skilled NetSuite ERP Administrator/Finance Systems Engineer to design, implement, and maintain the technical infrastructure that powers our financial operations. You'll ...

gcc

Financial Planning & Admin Analyst

Denver, CO

... financial plans with market demand, production capacity, and business objectives. * Administer and optimize CAPEX approval processes, ensuring compliance with budgets, policies, and capital planning ...

Trident Systems LLC

ERP Administrator

Fairfax, VA · On-site

$50K - $93K/yr

As a member of the Operational Efficiency team, the ERP Administrator partners closely with business stakeholders across Finance, Operations, Supply Chain, Customer Service, and Manufacturing to ...

gcc

Financial Planning & Admin Analyst

Rapid City, SD · On-site

... financial plans with market demand, production capacity, and business objectives. * Administer and optimize CAPEX approval processes, ensuring compliance with budgets, policies, and capital planning ...

Swarthmore College

Gift Planning Administrator

Swarthmore, PA · On-site

$18.25 - $24.50/hr

Gift Planning Administrator Job no: 495946 Work type: Full Time Location: Swarthmore Categories ... Coordinates with consultants in the preparation of detailed financial and investment statements to ...

gcc

Financial Planning & Admin Analyst

El Paso, TX

... financial plans with market demand, production capacity, and business objectives. * Administer and optimize CAPEX approval processes, ensuring compliance with budgets, policies, and capital planning ...

GCC

Financial Planning & Admin Analyst

El Paso, TX · On-site

$85K - $100K/yr

... financial plans with market demand, production capacity, and business objectives. * Administer and optimize CAPEX approval processes, ensuring compliance with budgets, policies, and capital planning ...

Trident Systems LLC

ERP Administrator

Sterling, VA · On-site

$50K - $93K/yr

As a member of the Operational Efficiency team, the ERP Administrator partners closely with business stakeholders across Finance, Operations, Supply Chain, Customer Service, and Manufacturing to ...

Thrive Foods

ERP Administrator

American Fork, UT · On-site

Administer and maintain the ERP system, including user access, security settings, and system ... Support manufacturing, inventory, warehouse, purchasing, and financial operations by coordinating ...

Kelvion Products Inc

ERP Administrator

Catoosa, OK · On-site

The ERP Administrator will stay abreast of technology trends and provide insights into how related ... Experience in manufacturing, distribution, finance, or healthcare environments is desirable 3+ ...

next page

Showing results 1-20

All JobsFinancial Planning Administrator Jobs

Financial Planning Administrator information

See salary details

$34K

$70.6K

$106.5K

How much do financial planning administrator jobs pay per year?

As of Aug 4, 2026, the average yearly pay for financial planning administrator in the United States is $70,648.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $89,500.00 per year, depending on experience, location, and employer.

What is a financial planning administrator?

A Financial Planning Administrator is a professional who supports financial advisors and planners by managing administrative tasks, organizing client information, preparing financial reports, and ensuring compliance with regulatory requirements. They play a key role in maintaining client records, scheduling meetings, and handling documentation related to investments, insurance, and retirement planning. Their work helps streamline operations within financial planning firms, allowing advisors to focus more on client relationships and strategy. Financial Planning Administrators often act as a liaison between clients and financial professionals, ensuring smooth communication and efficient workflow.

What are some common challenges faced by financial planning administrators, and how can they be effectively managed?

Financial Planning Administrators often face the challenge of managing multiple clients' documentation and ensuring compliance with regulatory requirements. Balancing administrative duties with frequent client communications can be demanding, especially during peak periods such as tax season or portfolio reviews. Staying organized, using reliable financial planning software, and maintaining clear communication with advisors and clients can help effectively manage these challenges and contribute to a smooth workflow.

What are the key skills and qualifications needed to thrive as a financial planning administrator?

To thrive as a Financial Planning Administrator, you need a solid understanding of financial products, regulatory requirements, and administrative processes, often supported by a relevant degree or financial services certification. Familiarity with financial planning software (such as Voyant or MoneyGuidePro), CRM systems, and compliance tools is typically required. Strong organizational skills, attention to detail, and effective client communication are crucial soft skills in this role. These abilities ensure accurate documentation, regulatory compliance, and exceptional client service, which are vital for supporting financial advisors and maintaining client trust.

What is the difference between Financial Planning Administrator vs Financial Advisor?

AspectFinancial Planning AdministratorFinancial Advisor
CredentialsTypically requires certifications like CFP or similar, but often more administrative-focusedRequires certifications such as CFP, Series 7, and Series 66/65
Work EnvironmentSupports financial planning teams, handles client documentation, and administrative tasksProvides personalized financial advice and investment recommendations to clients
Employer & Industry UsageFound in financial planning firms, banks, and wealth management companiesWorks directly with clients in financial advisory firms, banks, and independent practices

The main difference is that a Financial Planning Administrator focuses on supporting the planning process through administrative tasks, while a Financial Advisor actively provides financial advice and investment strategies to clients. Both roles may require similar certifications, but their responsibilities and client interaction levels differ significantly.

More about Financial Planning Administrator jobs
What job categories do people searching Financial Planning Administrator jobs look for? The top searched job categories for Financial Planning Administrator jobs are:
Financial Planning Administrator jobs near you
Infographic showing various Financial Planning Administrator job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 86% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $70,648 per year, or $34 per hour.

ERP Administrator

Protingent

Newberg, OR • On-site

$80K - $115K/yr

Full-time

Posted 13 days ago

Job description


Position Title: ERP Administrator
Position Description: Protingent has an exciting contract ERP Administrator opportunity with our client.
Job Description:
  • We are seeking a ERP Administrator to support our IT infrastructure and Infor Syteline ERP environment across our two manufacturing facilities (~400 employees combined).
  • This role is responsible an ERP administrator for Syteline, ensuring it effectively supports production, inventory, procurement, and financial operations.

Job Responsibilities:
  • ERP Administration
  • Serve as a system administrator for Infor Syteline, managing users, roles, security groups, and site-level permissions across both facilities
  • Configure and maintain Syteline modules including Production/Job Management, Inventory, Purchasing, MRP, BOM/Routings, Quality, and Financials
  • Manage multi-site configuration within Syteline, ensuring proper site separation, intercompany transactions, and data accuracy between the two facilities
  • Administer and troubleshooting Syteline components including IDO (Intelligent Data Objects), Workflows, EAM, and Infor Ming.le
  • Build and maintain custom reports using SSRS, and Syteline's reporting tools; support IDO Data Sources and BAQ-style queries
  • Manage integrations/interfaces between Syteline and other systems (EDI, WMS, Excel/CSV imports, third-party quality, Infor CPQ, and integrating with Salesforce CRM.)
  • Provide end-user training and support across departments (planning, purchasing, shop floor, accounting)
  • Maintain Syteline documentation: configurations, customizations, workflows, and standard operating procedures
  • Work with Infor support/VAR partner on tickets, escalations, and enhancement requests
  • General IT Duties
  • Provide tier 2/3 technical support for network and ERP-related issues
  • Ensure data security, backup integrity, and compliance with company policies across sites
  • Participate in IT and business projects, including Syteline enhancements, network upgrades, and site expansions
  • Provide occasional after-hours/on-call support for critical network or Syteline issues (e.g., month-end close, production-impacting outages)

Job Qualifications:
  • Bachelor's degree in IT, Computer Science, or related field (or equivalent work experience)
  • 2+ years hands-on experience administering ERP Systems
  • Experience in a manufacturing environment strongly preferred
  • Hands-on Syteline administration experience: user/security setup, IDOs, workflows, multi-site configuration
  • SQL query writing/report building skills for Syteline reporting
  • Understanding of manufacturing processes: MRP, CPQ, BOM, job/production scheduling, inventory control
  • Familiarity with EDI, barcode scanning systems, and shop floor data collection integrated with Syteline is a plus
  • Strong troubleshooting and analytical skills
  • Ability to work independently across sites and manage competing priorities
  • Clear communicator able to translate technical issues for shop-floor and office end users

Job Details:
  • Job Type: Direct Hire
  • Location: Newberg, OR.
  • Salary Range $80K-$115K

About Protingent: Protingent is an Award-Winning provider of top-tier Engineering and IT talent, trusted by companies at the forefront of innovation - from Software and Aerospace to AI, Clean Tech, Medical Devices, and Connected Technologies. We're passionate about making a positive impact by connecting exceptional talent with meaningful opportunities and helping our clients build the future.
Meet Your Recruiter
Tina Sturgeon

Apply