Jobs

Paraplanner

Cedar Falls, IA

$35-40k

Our client is seeking a Paraplanner for their Cedar Falls, IA office. This Paraplanner provides all back office business operations support for this financial company. This Paraplanner will engage with clients on a daily basis to create a client experience that postulates great value and peace of mind for clients.
 
Key Responsibilities:

• Engagement with clients to include initial greeting of clients coming into the office, over the phone interaction as well as follow-ups.

• Prepare selected materials, reports and various other illustrations in alignment with client risk tolerance and timeframe to be used in meetings with clients.
• Ability to establish priorities with minimal guidance.
• Attend client meetings as requested to facilitate documentation and posting of meeting notes; accurately document and track all meeting follow-up tasks.
• Plan workload, setting priorities and having a working plan for all daily tasks and activities as required; schedules projects/activities to ensure timely completion.
• Nurture client relationships and initiates engagement with clients and follows-up with other team members.

Job Qualifications

• Some college education highly preferred.
• 2+ years of  Executive Assistant or Financial Assistant or Paraplanner work experience.
• State licenses and registrations for securities, including Series 7 & 66, state life, accident and health insurance licensure need to be obtained within a 6-month timeline from hire if you do not already have.
• Experience working directly with clients.
• Ability to establish priorities with minimal guidance.
• Attention to detail.
• Ability to take initiative without direction.
• Ability to access situations, solve problems and serve people.
• Valid driver’s license required.
• Proficiency using all Microsoft Office applications with expert level with Excel.
• Excellent written and verbal communication skills
• Technologically savvy.