What are the responsibilities and job description for the Client Operation Associate position at Paragon Wealth Doylestown?
Paragon Wealth Management | Doylestown, PA | Full-time, in-office | paragon-wealth.com
Paragon Wealth Management is looking for a recent college graduate or early-career professional who wants to develop a broad foundation in financial services, client operations, business advisory services, and accounting.
This is a unique entry-level opportunity for someone who is organized, personable, analytical, and interested in learning how different areas of a financial services business operate.
The associate will primarily support Paragon Wealth Management with client-service requests, meeting preparation, internal reporting, workflow management, and general operations. Candidates with strong analytical skills may also have opportunities to assist with investment research, portfolio reporting, and asset-management projects. In addition, the associate will support our sister company, Paragon Accounting & Tax, with scheduling, client communication, document collection, workflow administration, and preparation of client tax packets.
We are looking for someone who:
- Communicates well and enjoys working with people.
- Is highly organized and attentive to detail.
- Can identify and solve problems without requiring constant supervision.
- Takes ownership of responsibilities and follows through.
- Is curious, analytical, and willing to learn.
- Can be trusted with confidential financial information.
- Wants an opportunity to grow rather than perform the same tasks every day.
- A bachelor’s degree in accounting, finance, business, economics, or a related field is preferred.
Depending on the associate’s performance and interests, the position may develop toward:
- Financial advising.
- Investment research and portfolio analysis.
- Bookkeeping and accounting.
- Tax planning and business consulting.
- Outsourced controller or CFO services.
Support for the CPA, CFP®, CFA, or another relevant professional credential may be available.
This is a full-time, in-office position in Doylestown. Some additional hours may be required during tax season.
To apply, please submit a résumé and a brief introduction explaining why this opportunity interests you to ricardo@paragon-wealth.com.