Financial Planning Assistant
4 hours ago
Paraplanning Role
Curran Financial Partners, a successful financial planning firm in Charleston, SC, is seeking a skilled Paraplanner to perform diverse planning and administrative functions. The ideal candidate will be a key player in the daily operations of the office, delivering exceptional customer service and contributing to the firm's growth.
Responsibilities:
- Prepare comprehensive financial plans, investment allocation models, and insurance proposals for client meetings
- Utilize industry software and websites to gather client and product information
- Compare existing solutions to those available in the marketplace
- Establish and maintain detailed client files, ensuring accurate and up-to-date information
- Prepare client correspondence, including letters and email correspondence, to communicate important information and updates
- Fulfill routine client service requests, resolve inquiries, and escalate cases when necessary
- Assist in client meetings, providing support and expertise to ensure a positive experience
Requirements:
- 2+ years of administrative office experience in a fast-paced environment
- Financial industry experience preferred
- Intermediate to advanced skills with MS Office Suite, specifically Excel
- Strong organizational skills, attention to detail, and ability to prioritize tasks
Benefits:
- Unlimited PTO
- Health, dental, and vision insurance
- 401(k) with 6% match
Salary:
- $55,000-$65,000
About Curran Financial Partners
Curran Financial Partners is a reputable financial planning firm dedicated to providing exceptional service to our clients. We are committed to building long-term relationships and helping our clients achieve their financial goals. If you are a motivated and detail-oriented individual looking for a challenging and rewarding role, please apply today.
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