Paraplanner - Financial Planning Assistant
2 weeks ago
Cordia Resources by Cherry Bekaert is seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our Financial Advisors in servicing our High Net Worth and multinational clients.
Key Responsibilities- Assist in pre-meeting preparation of forms and reports for client meetings
- Prepare paperwork for new clients and account transfers
- Process beneficiary and account ownership changes
- Communicate with the Broker/Dealer regarding client issues
- Develop and maintain written systems to track projects and activities
- Prepare Insurance product illustrations
- Participate in client meetings and record notes
- Execute and track post meeting follow-up
- Assist in client related investment and financial planning research
- Create investment reports using Morningstar software and other firm provided software
- Maintain SPS Advantage model portfolios used in investment management process
- Create post meeting summary letters and financial planning deliverables
- Prepare financial analysis using the firm's Financial Planning Software (Naviplan) and other financial calculators
- Screen incoming calls and correspondence as needed
- Prepare outgoing mail and correspondence as directed, including email and faxes
- Help organize and maintain client files
- Bachelor's Degree in a related field, and work experience in a financial planning firm
- FINRA Series 7, 66 and VA Life and Health Insurance licenses preferred
- Prior experience with financial planning software desired (Naviplan preferred)
- Positive attitude and an extraordinary client service orientation
- Experience in working with retired and pre-retired populations a plus
- Excellent organizational and time management skills
- Strong proof reading and report writing skills a must
- Ability to prioritize workflow and tasks
- Comfortable working in a fast paced, team-oriented environment
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