AFC : Financial Planning Paraplanner

Job Description

Job Description

Financial Planning Paraplanner

Summary : Financial Planning firm seeks a highly energized and confident financial planning paraplanner who will thrive in a busy environment. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, and computer savvy. Superior phone and computer skills required.

General Support (Additional duties may be assigned) :

• Supports the Lead Advisor with analysis, client service and technical assistance
• Learns technical skills to prepare to service clients independently as a Service Advisor

Analytical Support

Client Service

Answers basic questions for clients

Shows clients how to access their accounts and read statements

Presents product information or options to clients

Handles requests for transfers of funds in and out of account

Completes necessary forms for opening and maintaining accounts

Interfaces with the broker-dealer or custodian to obtain information, account data and convey service requests

Maintains information in the CRM system

Sets up and retrieves reports in the portfolio management system (e.g., Tamarac, Albridge)

Assists in generating performance reports

The Ideal candidate will possess the following skills :

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee will be required to sit, use hands, reach with hands and arms, and talk and hear. The employee is required to stand for short periods of time, walk and climb stairs.

Benefits : Paid holidays, paid vacation, sick / personal days, 401(k), health insurance

Equal Opportunity Employer