Paraplanner - Financial Services Specialist

3 days ago


Charleston, West Virginia, United States Advisor Employee Services Full time
Paraplanner Job Description

We are seeking a highly skilled and detail-oriented Paraplanner to join our team at Advisor Employee Services. As a Paraplanner, you will play a critical role in supporting our financial advisors in delivering exceptional client service and achieving business goals.

Key Responsibilities:
  • Prepare comprehensive financial plans, investment allocation models, and insurance proposals for clients
  • Utilize industry software and websites to gather client and product information
  • Compare existing solutions to those available in the marketplace
  • Establish and maintain accurate and detailed client files
  • Prepare client correspondence, including letters and email communications
  • Fulfill routine client service requests, resolve inquiries, and escalate cases when necessary
  • Assist in client meetings and presentations
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 customer service skills, with excellent verbal and written communication
  • Ability to prioritize projects and manage time effectively
  • Strong organizational skills, attention to detail, and a proactive approach
  • Flexible and able to work independently as part of a team
Benefits:
  • Unlimited PTO
  • Health, dental, and vision insurance
  • 401(k) with 6% match
Salary:
  • $55,000-$65,000

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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