Client Services and Paraplanning Administrator

Pay: $20.00 - $30.00 per hour

Job description:

All Things Financial is seeking a Client Services & Paraplanning Administrator to support our growing retirement planning practice. With over twenty years of experience guiding clients toward confident retirements, our mission is simple: Retire Once. Retire Well. This position is ideal for someone who values meaningful client relationships, a positive team culture, and opportunities to grow within the financial planning profession.

Position Overview

This role supports the firm in three key areas: Client Service, Operational Organization, and Administrative & Paraplanning Support. You will collaborate closely with our advisors to ensure a seamless client experience while handling essential back-office and planning tasks.

Primary Responsibilities

Client Service & Office Support

• Welcome and assist clients and visitors, ensuring a polished and professional experience.
• Manage incoming calls, emails, correspondence, and appointment scheduling.
• Maintain organized systems, records, and databases containing client, financial, and internal data.
• Oversee general office operations to ensure efficiency and compliance with firm procedures.

Administrative & Operations

• Prepare, submit, and track new account applications, transfer paperwork, and related documentation.
• Maintain tracking reports and proactively communicate status updates to advisors and clients.
• Support compliance by ensuring documents are accurately filed and securely maintained.
• Manage inventory of office supplies and coordinate ordering as needed.
• Prepare meeting materials, client service packets, and assist in event or meeting hospitality.

Paraplanning Support

• Assist advisors with gathering and organizing client financial information.
• Enter client data into financial planning software.
• Help prepare meeting summaries, account reviews, and plan updates.
• Generate basic planning reports and ensure accuracy of plan inputs.
• Maintain client files and documentation aligned with planning activities.

Preferred Experience & Qualifications

• Proficiency with Microsoft 365 (Outlook, Word, Excel, SharePoint).
• Strong attention to detail, accuracy, and follow-through.
• Friendly, professional demeanor with a genuine desire to serve clients.
• Experience in financial services, paraplanning, or administrative support is a plus.
• Hospitality or customer-facing experience also valued.
• Ability to work collaboratively in a small, team-oriented environment.

Benefits & Compensation

• Competitive hourly pay: $20.00 – $30.00 per hour
• Flexible scheduling options
• Paid training
• Bonus opportunities

Education & Experience

• High school diploma or equivalent (Preferred)
• 1 year of customer service experience (Preferred)

At All Things Financial, you’ll get to know our clients personally and become an integral part of helping them achieve financial clarity and peace of mind. We believe every team member brings unique strengths that make us better. We look forward to meeting you.

Job Types: Full-time, Part-time

Benefits:

• Flexible schedule
• Paid training

Education:

• High school or equivalent (Preferred)

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person