Paraplanner

Employer
Campbell & Company
Location
Spring Hill, Florida
Salary
$40K - $45K Per Year
Posted
Apr 18, 2019
Closes
May 18, 2019
Employment Type
Full Time
Level
Entry Level

Job Title: Paraplanner

 

Campbell and Company is looking for a Paraplanner & Executive Assistant to the Principle in a successful Wealth Management & CPA firm in Spring Hill, Florida.  This person will be looking to gain experience and grow into the role of an advisor within the practice. Our perfect candidate will be licensed and have knowledge of securities, insurance and tax planning concepts.

Campbell and Company encourages Personal and Professional Employee Growth, along with the growth of the firm. Each employee has the opportunity to exceed the company’s expectation's, which will develop into additional compensation and further job duties.

Essential Duties & Responsibilities:

  • Analyze, draft, edit and deliver comprehensive financial plans to clients - Plan design 
  • Analyze prospective client’s investment portfolios and financial planning
  • Prepare printed presentation for client meetings
  • Set and manage appointments for Advisors to include calendar management & client interaction
  • Control calendar, appointments and meetings
  • Insurance compliance 
  • Responsible for the CRM function within the firm
  • Schedule Partner meetings
  • Execute client service requests for Chief Advisor
  • Prepare insurance applications for paperwork appointments
  • Assist with the financial planning process during client on boarding
  • Business analytics & reporting
  • Support the chief Advisor in special projects, as needed

 



Core Strengths:

  • Attention to detail
  • Confidentiality
  • Deadline driven
  • Ability to manage multiple priorities & tasks
  • Ability to maintain and monitor time line, keep on track
  • Self-managing
  • Provide world class service, sales support and quality during each client interaction
  • Proactively engage clients to uncover any external assets and retain assets as necessary
  • Strong communication skills at all levels of the organization
  • Ability to plan, organize, coordinate, and prioritize
  • Strong computer knowledge