Financial Planning Assistant

1 month ago


Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time
Job Overview

Global Advisor Group is seeking a skilled Paraplanner to provide technical support to our Financial Advisors. The successful candidate will utilize specialized financial planning software to assist with client and administrative functions, including data gathering, case design, and plan development.

Key Responsibilities
  • Coordinate with Advisors to gather data for plan creation
  • Utilize EMoney software to enter data and generate financial plans
  • Present financial plans to Advisors and clients while documenting notes and action items
  • Work with Advisor, Home Office staff, and Software Support to analyze data and solve problems
  • Meet deadlines to maintain service expectation turnaround times
  • Respond to incoming emails and telephone calls in a timely and professional manner
Requirements
  • Preferred 4-Year Bachelors Degree and 1-3 years of administrative experience
  • Prior experience working in a broker-dealer office or finance industry
  • Microsoft Excel, Word, Outlook, and PowerPoint proficiency
  • Ability to work independently and in teams to complete high-priority tasks
  • Excellent verbal and written communication skills
  • Effective problem-solving skills
What We Offer
  • Competitive salary
  • Free food and snacks
  • Health insurance
  • Home office stipend
  • Paid time off
  • Profit sharing
  • Tuition assistance


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