JOIN OUR TEAM TODAY!
We are expanding our operations to better service our growing client base. We have a Paraplanner position available in our Knoxville, TN office. This is a full-time position reporting directly to our Director of Operations.
YOUR ROLE: The Financial Planning Associate is a non-client facing position that supports the Advisors and the Client Care Team in preparing all Client files with critical and pertinent financial planning information. He will work well both independently and as a team member.
HOW YOU WILL MAKE AN IMPACT:
-Prepare financial summaries, analysis, and plans for Clients.
-Prepare for upcoming client appointments.
-Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings.
-Work with the Client Care Team to coordinate all paperwork needs and information for Client meetings.
-Follow-up on all action items in a timely and thorough manner.
-Research information as necessary on a case-by-case basis.
-Assist in maintaining files and incoming calls to ensure appropriate hand off.
-Maintain and update regularly and as needed all policies and procedures applicable to Paraplanning and Client Care work.
- Support the Advisor in serving clients.
-Work with other Paraplanners on file prep, as necessary.
-Provide exceptional client care while receiving and responding to client requests.
-Open new client accounts, process account applications, and manage monetary transfers.
-Receive and respond to client service requests each day, and in a timely manner.
WHY YOU ARE THE RIGHT PERSON:
· Bachelor’s degree preferred.
· Concentration in accounting, business, economics, or financial planning encouraged.
· Three years + of experience in the finance industry.
