Paraplanner

Education and Experience

• Bachelor’s Degree preferred; education in business, finance, financial planning or related field a plus
• Previous experience in financial services or related industry preferred
• Proficient with Microsoft Excel, Word & Powerpoint

Personal Characteristics

• Strong work ethic, initiative, ability and eagerness to learn
• Strong verbal and written communication skills
• Well organized and attentive to details
• Positive attitude
• Works collaboratively with all members of the firm
• Professional in attire and behavior
•  Punctual with excellent time management skills
• Ability to multi-task and adhere to deadlines
• Exhibits ethical behavior in all relationships

Job Duties

• Supports Wealth Advisor team in multiple capacities which may change from time to time
• Enters data into CRM and assists with creating and updating workflows
• Gathers data and does basic data entry for financial plan preparation
• Assists Advisors with meeting preparation by verifying data and running basic reports
• Assists Advisors with meeting follow-up, as needed
• Completes financial planning related research, as needed or assigned
•  Tracks client Required Minimum Distributions
• Administers and tracks client risk tolerance questionnaires
• Reviews tax returns for basic accuracy check
• Scans documents, as needed

Firm Development

• Willingness to develop systems and processes to improve productivity and efficiency
• Able to recommend methods of increasing and improving client communications and relationships

Professional Growth

• Accepts assignments that will further own education and ability
• Accepts responsibility for completing continuing education requirements, if applicable
• Demonstrates a willingness to learn new software and technology
• Willing to obtain professional designation, such as Financial Paraplanner Qualified Professional™, if appropriate