Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth

Job description

We are seeking a versatile, organized, and highly capable professional to join our team as an Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to advanced experience in a financial services, accounting, or law firm. The successful candidate will help manage daily operations while also providing high-level technical and administrative support to our financial advisors and clients. Paraplanning and Analytical Support: · Financial Plan Preparation: Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software. · Estate and Tax Planning Support: Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning. · Documentation and Compliance: Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations. · Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience. Office Management and Administration: · Office Operations: Oversee the day-to-day operati...