Financial Paraplanner Assistant

4 weeks ago


Highland Park, Illinois, United States Sentinel Asset Management LLC Full time
Job Summary

We are seeking a highly motivated and detail-oriented Paraplanner to join our team at Sentinel Asset Management LLC. As a Paraplanner, you will play a critical role in helping our clients achieve their financial goals by assisting our Financial Planners in preparing comprehensive financial plans.

Key Responsibilities
  • Collaborate closely with Financial Planners to manage paperwork and document submissions, ensuring the prompt and accurate processing of pending transactions.
  • Prepare and participate in client meetings to provide support and facilitate the submission of various financial applications.
  • Manage service-related tasks, including handling client requests and assisting in preparing financial plans and other information for client presentations.
  • Act as the primary point of contact for clients, addressing inquiries and assisting with their needs.
  • Ensure compliance with all industry regulations and standards when handling financial paperwork and transactions.
Requirements
  • Active State Life and Health License is a must (or willingness to take and pass the test within 30 days of employment).
  • 3+ years of client service experience in a professional office setting, ideally in a related area such as financial planning, banking, mortgage processing, financial institutions, etc.
  • Familiarity with CRM software is a plus.
  • Meticulous attention to detail and excellent written and verbal communication skills are essential.
  • Technical abilities, including proficiency in Microsoft Suite and online financial institution platforms, are required.
Why Join Us

Sentinel Asset Management LLC is dedicated to providing comprehensive financial guidance to our clients. Our team of experienced Financial Planners works closely with clients to create customized portfolios that align with their investment goals, tax considerations, income needs, and risk tolerance.


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