Paraplanner

Job Description:

Our client is looking for an experienced Paraplanner to join their team. This position will play an integral role in our company's customer service and organizational strength. The Paraplanner will provide administrative support, greet and direct visitors, and answer and respond to calls and emails. Qualified candidates will possess proficient computer skills, strong attention to detail, impeccable verbal and written communication skills, a strong ability to multitask, and a friendly demeanor.

Duties include:

• Administer and oversee all aspects of client account creation and maintenance.
• Resolve client and account issues with brokerage houses and other organizations.
• Process financial transactions and trades as required.
• Assist with client account reconciliation, reporting, and invoicing.
• Conduct clerical duties including digital filing, answering phone calls, responding to emails and preparing documents.
• Schedule client meetings.
• Provide administrative support for operations and financial planning team.
• Other duties as required.

Qualifications:
The successful candidate will have a professional, positive attitude, resourceful, diligent, independent, responsible, able to take direction, and possess strong organization and communication skills. Additionally, the candidate must possess keen attention to detail and an ability to solve problems. In a tech-forward environment, the applicant must have proficiency working in multiple computer programs concurrently and manage electronic files and images in a fast-paced Microsoft Windows environment and must be comfortable multi-tasking in Microsoft Office Word, Excel, and Outlook. An aptitude for quickly learning industry/office-specific software programs is preferred. In addition, the successful candidate will be comfortable in a supporting role as an important member of the firms team, have strong attention to detail, and a desire to learn.

• A Bachelor's Degree is preferred.
• Full Benefits package, 401k, PTO, hybrid flexibility.
• Salary- commensurate with experience.
• CFP Candidate, CFP, or FPQP designation is preferred.

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