Client Services Coordinator/ Paraplanner
4 days ago
Paraplanner – Financial Advice & Wealth Management
We're a small, client-focused financial advisory team looking for a detail-oriented paraplanner to keep our operations running smoothly. This role is primarily internal and operational, supporting advisors with client service, account management, and onboarding tasks. It's a great fit for someone who enjoys organizing, problem-solving, and learning the financial planning process—whether or not you plan to become an advisor.
What You'll Do
- Respond to client service requests and assist with account updates.
- Process trades, money movement, and track forms for processing and compliance.
- Organize new client onboarding and maintain accurate records.
- Support advisors with meeting prep and special projects.
What We're Looking For
- Strong attention to detail and organizational skills.
- Ability to manage multiple tasks and follow compliance guidelines.
- Project management skills and ability to assess time priority for varying tasks.
- Excellent communication skills for client and team interactions.
- Financial services experience is recommended but not required.
- Candidate who has or has the ability to obtain within first 6 months of work the SIE, Series 7, Series 66 or equivalent.
Why Join Us
- Small team environment where your work matters.
- Opportunity to learn the financial planning and wealth management process.
- Benefits suite including 401(k), health and dental insurance, licensing support, educational opportunities.
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