Paraplanner - Richland, WA at Advisor Talent Solutions

Richland, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Jun, 26

Salary

24.0

Posted On

25 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Plan Preparation, Investment Allocation Modeling, Insurance Proposal Preparation, Client Meeting Presentations, Client File Maintenance, Client Correspondence, Inquiry Resolution, Case Escalation, Client Meeting Assistance, Ms Office Suite Proficiency, Excel Proficiency, Time Management, Prioritization, Customer Service, Communication, Follow-through

Industry

Financial Services

Description

Paraplanner Location: Richland, WA Overview: 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 located in Richland, WA 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! What you’ll do: 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 What We’re Looking For: 1-2 years of administrative office experience in a fast-paced environment Intermediate to advanced skills with MS Office Suite, specifically Excel Desire to obtain long-term employment Life and Health Licensure 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 Bonus Points: Financial Industry experience preferred What You’ll Get: Pay & Perks: $22/hr.-$24/hr. based on experience Healthcare PTO Schedule: Monday-Friday, 8:30am-5pm Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com

Responsibilities

The role involves preparing various financial documents such as plans, investment models, and insurance proposals, alongside utilizing software to gather client and product information. Responsibilities also include maintaining detailed client files and assisting in client meetings.