What are the responsibilities and job description for the Operations Assistant / Paraplanner Support position at MassMutual Atlantic?
We are seeking an entry level financial paraplanner for our fee-based financial planning firm in Fairfax, Virginia. The ideal candidate is one who is ready to launch and grow a career in financial planning during an exciting time in the industry. Such an individual will desire working in a small, team-oriented firm; will have involvement in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a financial planning career. Candidates that fit into our firm and culture will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services.
Position Highlights
Responsibilities
This individual will work with an experienced Certified Financial Planner® professional, providing financial planning and investment advisory support. Key responsibilities include preparation and delivery of financial plans, portfolio administration, investment research and analysis, insurance strategy implementation, and coordination of client service needs with team members. Specific areas of focus include:
Experience in the field is desirable, although not required, as this is an entry-level financial planning position with career development. Candidates should be enrolled or have completed a financial planning educational program leading to certification (i.e., CFP® and/or CPA/PFS). For candidates without financial industry experience, other professional experience is preferred.
Position Highlights
Responsibilities
This individual will work with an experienced Certified Financial Planner® professional, providing financial planning and investment advisory support. Key responsibilities include preparation and delivery of financial plans, portfolio administration, investment research and analysis, insurance strategy implementation, and coordination of client service needs with team members. Specific areas of focus include:
- Preparing financial analyses and financial plans for clients
- Assisting with analysis, proposals, rebalancing, and administration of client investment portfolios
- Conducting investment research, reporting, and analysis.
- Providing support for processing client service needs.
- Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Experience in the field is desirable, although not required, as this is an entry-level financial planning position with career development. Candidates should be enrolled or have completed a financial planning educational program leading to certification (i.e., CFP® and/or CPA/PFS). For candidates without financial industry experience, other professional experience is preferred.
- B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics
- Strong analytical skills
- Excellent written and verbal communication skills
- Self-starter, productive, works well with a team and independently
- Ability to identify, meet, and follow through with client needs and requirements with keen attention to detail
- Excellent project management skills with ability to prioritize and track multiple tasks
- Proficiency in Microsoft Office Suite
- Knowledge of CRM, eMoney, and Morningstar a plus
- Competitive compensation
- Customized career development process