Financial Paraplanner

Job Description: Financial Paraplanner

Full-Time/Perm

• 40 hours/week, onsite in office
• $41,600-45,000

Overview: Our client is seeking a detail-oriented and organized Financial Paraplanner to support financial planning team in maintaining client databases, managing internal systems, ensuring compliance, and handling administrative tasks. The ideal candidate will play a critical role in streamlining operations and facilitating client service excellence within our firm.

Responsibilities:

• Update client databases and financial planning software with accurate and current information before client meetings.
• Manage and maintain the company's investment consolidation software (eMoney) to ensure data integrity and efficiency.
• Assist in ensuring compliance with regulations applicable to Registered Investment Advisors (RIA).
• Monitor and review trade logs to ensure accuracy and compliance with company policies and regulatory standards.
• Coordinate scheduling and logistics for client meetings, including preparation of materials and follow-up actions.
• Support the financial planner in preparing financial plans and reports for client review meetings.
• Collaborate with team members to support the development and execution of marketing initiatives.
• Manage the firm's marketing programs, including coordinating venue reservations, liaising with marketing partners, and assisting with promotional activities.
• Collaborate with other team members to improve internal processes and workflows.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or related field preferred.
• Prior experience in a financial services firm or similar role is desirable.
• Proficiency with financial planning software (e.g., eMoney) and Microsoft Office
• Suite (Word, Excel, Outlook).
• Understanding of investment products, financial markets, and investment terminology.
• Excellent organizational skills and attention to detail.
• Strong interpersonal and communication skills.
• Ability to prioritize tasks and manage time effectively.
• Knowledge of regulatory requirements for RIAs is a plus.
• Willingness to learn and adapt to new technologies and systems.

Attributes:

• Analytical mindset with the ability to solve problems independently.
• Commitment to maintaining confidentiality and handling sensitive information.
• Proactive approach to identifying opportunities for process improvement.
• Team player with a positive attitude and willingness to assist colleagues.
• Ability to thrive in a fast-paced and dynamic environment.
• Competitive salary and benefits package.
• Opportunities for professional development and career advancement.
• Exposure to a collaborative and supportive work environment.
• Contribution to meaningful and impactful work in financial planning and wealth management.

If you are looking to join a growing team and contribute to the success of a leading financial planning firm, we encourage you to apply for the Financial Paraplanner position. They value dedication, integrity, and a passion for helping clients achieve their financial goals. Apply today to be part of our team!