What are the responsibilities and job description for the Financial Paraplanner position at Express Employment?
Top JobLocated in Indianapolis, INSalary: $60,000We have been asked by a Registered Investment Advisory Firm in Fishers to find a Financial Paraplanner to support the Financial Advisors. In this role you will support the Financial Advisors in delivering top-notch financial advice to clients. You also ensure that clients feel welcomed, respected, and appreciated, and that they have a great experience in the office.This is a direct hire placement, and the salary is $60,000 , depending on your experience.In addition to your salary, when hired as the Financial Paraplanner you will receive:Enjoy a fun, professional yet casual atmosphere with a family culture.3 weeks of paid vacation plus Federal holidays off.Medical, dental, vision, disability, and life insurance available (80% of employee medical premium covered).401(k) with a 3% employer match after 1 year of service.Paid maternity leave - 8 weeks.Wellness programWork week ends at 2:00pm FridayOccasional office happy hours and other events As the Financial Paraplanner you will Prepare client meeting packets and deliverables, including agendas, financial statements, performance reports, asset allocations, investment recommendations, estate flow charts, and cash flow projections.Execute follow-up tasks post-meetings, such as writing follow-up letters, submitting trade tasks, coordinating with the financial team, and facilitating account paperwork and service requests.Assist in preparing Financial Blueprints for new clients, including data input, formula review, and collaboration with advisors on projections.Support advisors with various research projects, reports, and one-off assignments.Cross-train and periodically support the Implementation Coordinator with operational procedures, including account maintenance, money movement, and securities trading.Perform other administrative duties as needed.Qualifications and Skills for the Financial Paraplanner:Personable, warm, and trustworthy with excellent communication skills.Highly organized with strong attention to detail.Ability to multi-task, be proactive, and work independently.Professional demeanor, personal integrity, and a collaborative attitude. Experience in the financial services industry is preferred but not required.Proficiency in Adobe Acrobat, Microsoft Excel, Word, and Outlook.We look forward to working with you!#2275PROExpress Office: Fishers (Indianapolis North)7259 Fishers Landing DriveFishers, IN 46038
Salary : $60,000