Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm, Networth Advisors located in (Canonsburg, PA) is seeking an individual to perform diverse planning and administrative functions.
The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!
The job description below outlines the responsibilities of the Paraplanner
Minimum Requirements:
2+ years of administrative office experience in a fast-paced environment
Financial Industry experience preferred
Security Licenses required; Series 65, Life and Health
Intermediate to advanced skills with MS Office Suite, specifically Excel
Desire to obtain long-term employment
Willing to travel to our satellite offices (Canonsburg(main), Monroeville & Wexford)
This position also requires that you possess the following skills:
Ability to prioritize projects and manage time
Savvy customer service to include excellent communication; both verbal and written
Strong follow-through
Good-natured, positive attitude
Ability to demonstrate persistence to achieve quality
Strong organizational skills, detail-oriented, proactive, and resourceful
Friendly, professional phone manner and enjoys working with a variety of clients
Reliable with exceptional work ethic
Demonstrate maturity and poise under pressure
Flexibility to contribute as part of a team as well as independently
Responsibilities:
Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
Utilize websites and software to obtain client and product information
Compare existing solutions to those currently available in the marketplace
Establish and maintain detailed client files
Prepare client correspondence, including letters and email correspondence
Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
Assist in client meetings
Salary:
$85,000
Bonus structure per quarter
Benefits:
Health Insurance
401k after 90 days
PTO
Trip Incentives
Hours:
Monday-Thursday: 8:00 am -5:00 pm
Friday: 8:00 am - 2:00 pm
Presented by Advisor Employee Services Thank you for your interest in the Paraplanner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!