Paraplanner-Roswell at Forum Financial Management

Roswell, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Jun, 26

Salary

0.0

Posted On

13 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Planning, Analysis, Client Engagement, CRM, Microsoft Outlook, Excel, Word, Verbal Communication, Written Communication, Problem Solving, Accuracy, Teamwork, Charles Schwab Processes, Industry Software Applications

Industry

Financial Services

Description

We are seeking a qualified Paraplanner candidate to join our Roswell, GA office to serve in a role that supports our Financial Advisors and learns from existing team members to serve in a role that includes Planning & Analysis and Client Engagement. RESPONSIBILITIES: In this role, you will be responsible for but not limited to the following: · Prepare for client meetings including agendas, net worths, and retirement plans. · Attend client meetings, capture notes, engage with our clients, and support the advisors. · Implement post-meeting activities, enter notes in our CRM, prepare a client recap, enter follow-up tasks in our CRM. · Assist with various planning-oriented projects for the benefit of our clients and our firm. · Effectively support office operations and execute tasks in a kind, client-focused manner. · Produce, complete and track all paperwork associated with advisory accounts from initial account set-up through completion and transfer of assets, as well as client meetings and ongoing service. · Coordinate and prioritize day-to-day tasks providing all services in accordance with company and vendor policies and best practices. · Answer and address incoming client service requests (phone/email) regarding their accounts including deposits, withdrawals, account transfers and rollovers. · Provide updates and confirm final completion of all client service requests, then update and finalize notes and tasks in our CRM system and place completed work in client files. · Assist with client events, office management, and other projects to help the office. · Discuss client situations with the Financial Advisors and keep them appraised of any issues or concerns. The ideal candidate will have the following qualifications and skills: · Bachelor’s degree · Proficiency in Microsoft Outlook, Excel, and Word · Skilled professional communications both verbally and written · Detailed, self-driven problem solver, who is focused on accuracy · Team player who does things the right way · Natural interest in and a desire for helping people of all generations · Compensation will be commensurate with your work experience at a Registered Investment Advisory firm or Broker-Dealer · Familiarity of Charles Schwab’s processes is a plus · Experience with industry software applications is a plus Why work for Forum Financial Management? We are a rapidly growing organization with a competitive total rewards package, continuing education & training, and tremendous career potential. This role will be critical in supporting the future growth of our office and the firm overall. The firm is successful when each person performs their duties to the highest standard and treats clients with respect and cares for their total financial well-being. Benefits – We offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance. 401k – We offer a 401k plan that includes a company match at 5%. PTO – Employees start with 18 days plus 12 holidays each calendar year. Flexible work schedule – We offer a hybrid working schedule. Professional Development – Forum wants to grow our talent from within, and we recognize the role that professional development plays in that. We help our employees identify professional development goals each year and we offer several ways for employees to build their individual skillset. Continue Education – Forum supports employees that want to continue their education, and we see that as an extension of our professional development initiatives. Employee Engagement – Employee engagement is very important to Forum, and we believe our employees are our greatest assets, so we strive to host office luncheons, and other activities to increase productivity within the company. Forum Financial Management, LP believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, sex, color, disability, national origin, gender identity/expression, actual or perceived.

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Responsibilities

The role involves preparing for client meetings, attending them to capture notes and support advisors, and implementing post-meeting activities like updating the CRM and preparing recaps. Responsibilities also include handling paperwork for advisory accounts, addressing client service requests via phone/email, and assisting with office operations and projects.