Paraplanner - Customer Support Advisor

IFC Personal Money Managers, Inc.
Gary Schatsky
441 West End, Suite 1 I New York, NY 10024
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IFC Personal Money Manager, Inc. was a pioneer in the field of comprehensive fee-only financial advice.   As a full service boutique shop we provide advice which takes into account investment, financial planning and tax advice, where needed.
This is an excellent entry-level opportunity for a self-motivated, goal-oriented and very detailed person who enjoys working in a small boutique office.
This position will provide support in the financial advisory process as well as aiding the office operation as a whole.  The will be opportunities to occasionally participate in client meetings but not in the advice or decision making capacity.
Duties/Responsibilities and daily activities:
  • Manage back-office operations - set up investment accounts, changes, transfer of assets 
  • Prepare agendas for client meetings/data gathering - net worth, retirement projections and performance reports
  • Maintain and manage client relationships/responding to their needs
  • Post meeting follow up
  • Daily interaction with clients and tasks via email/call
  • Provide support for special projects
  • Assist with general office administration
  • Bachelor's degree, preferably finance related
  • Strong computer skills (including proficiency with Word, Excel and Outlook)
  • Excellent communication skills, both written and verbal -  able to communicate with clients clearly and confidently
  • Detail - oriented, organized, able to set priorities
  • Self-starter, takes initiative 
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment
  • Must have a passion for helping people in improving their financial lives 
 Salary and Benefits
  • Pay/benefits are competitive based on industry standards
  • Salary based on experience
  • Bonus potential
  • Benefits include vacation, 401K with company match and a company subsidized health plan, if desired.
  • Mentorship and learning opportunities and
  • A friendly and balanced work culture 
 Interested candidates should email their resume with relevant other information to: