Finance Administrator Role: Delivering Exceptional Client Service

1 day ago


Canonsburg, Pennsylvania, United States Networth Advisors Full time

Paraplanner Role

We are seeking an experienced Paraplanner to join our team at Networth Advisors, a busy financial planning firm located in Pennsylvania.

The successful candidate will play a key role in the daily functions of our office, delivering exceptional customer service and contributing to the success of our clients.

This is an exciting opportunity for an individual who is passionate about finance and administration, with a desire to make a real impact in a fast-paced environment.

Responsibilities
  • Key Responsibilities: Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
  • Utilizing websites and software to obtain client and product information
  • Comparing existing solutions to those currently available in the marketplace
  • Maintaining detailed client files
  • Preparing client correspondence, including letters and email correspondence
  • Fulfilling routine client service requests, resolving inquiries, and escalating cases when appropriate
  • Assisting in client meetings
Requirements
  • Essential Requirements: 2+ years of administrative office experience in a fast-paced environment
  • Financial Industry experience preferred
  • Must be willing to obtain security license; Series 65, Life and Health
  • Intermediate to advanced skills with MS Office Suite, specifically Excel
  • Desire to obtain long-term employment
  • Willingness to travel to satellite offices
Skills and Qualities
  • Prioritization and Time Management: Prioritization and time management skills
  • Customer Service and Communication: Savvy customer service and communication skills
  • Attention to Detail: Strong follow-through and attention to detail
  • Positive Attitude: Good-natured and positive attitude
  • Persistence and Dedication: Persistence and dedication to achieving quality results
  • Organizational Skills: Strong organizational skills and ability to work independently or as part of a team
Salary and Benefits
  • $60,000-$85,000 per year
  • Health Insurance: Comprehensive health insurance package
  • 401k: Access to 401k plan after 90 days
  • PTO: Paid time off
  • Trip Incentives: Trip incentives available
Work Schedule
  • Monday-Thursday: 8:00 am -5:00 pm
  • Friday: 8:00 am – 2:00 pm

We offer a competitive salary range of $60,000-$85,000 per year, making this an attractive opportunity for professionals looking to grow their career in finance.



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