Paraplanner - Financial Services Specialist
3 days ago
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
- 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
- Unlimited PTO
- Health, dental, and vision insurance
- 401(k) with 6% match
- $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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