Paraplanner - Financial Firm - Waukesha, WI
Company: Advisor Employee Services
Location: Waukesha
Posted on: May 23, 2023
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Job Description:
ParaplannerDo you have a passion for delivering superior
customer service while being a key player in the essential daily
functions of a successful office? Our busy financial planning firm
located in Waukesha, WI is seeking an individual to perform diverse
planning and administrative functions. The successful candidate
will make an immediate contribution and can see the impact of their
work day-to-day. If you are looking for an amazing career
opportunity in a fast-paced environment, please apply today!The
below job description outlines the responsibilities for the
Paraplanner.Minimum Requirements:2+ years of administrative office
experience in a fast-paced environmentFinancial Industry experience
preferredIntermediate to advanced skills with MS Office Suite,
specifically ExcelDesire to obtain long-term employmentThis
position also requires that you possess the following
skills:Ability to prioritize projects and manage timeSavvy customer
service to include excellent communication; both verbal and
writtenStrong follow-throughGood-natured, positive attitudeAbility
to demonstrate persistence to achieve qualityStrong organizational
skills, detail oriented, proactive, and resourcefulFriendly,
professional phone manner and enjoys working with a variety of
clientsDemonstrate maturity and poise under pressureFlexibility to
contribute as part of a team as well as
independentlyResponsibilities:Preparation of Financial Plans,
Investment Allocation models, Insurance proposals, and
presentations for client meetingsUtilize websites and software to
obtain client and product informationCompare existing solutions to
those currently available in the marketplaceEstablish and maintain
detailed client filesPrepare client correspondence, including
letters and email correspondenceFulfill routine client service
requests, resolve inquiries, and escalate cases when
appropriateAssist in client meetingsWhy work with us?Salary$50,000
- $70,000 Based on ExperiencePTOStart with three weeks paid
time-off each year and earn more.Additional Days OffWhen we meet
our goals, we prefer to give employees extra days off.FlexibilityIn
a non-client facing role, kids sick, work from home. We aim to
embrace flexibility in the crazy times we live in.RetirementWe off
Traditional Roth 401(k)s with a 3% company match, regardless of
your contributions. Employees under 50 years of age can contribute
$22,500 per year and get a 3% match on top of that. Are you 50+?
You can contribute $29,000 each year in addition to the 3% company
match. We can also show you how to fund a Traditional IRA or Roth
IRA at $7,500 per year if you are under 50 and $11,000 if 50+. We
know a lot about money, it's what we do!Let's Stay Healthy!Blue
Cross Blue Shield group health insurance plan with a great provider
network. It's the same health insurance that Tony has for himself.
We pay for your health, dental, vision, and life insurance. Paid
time-off to go to the doctor, dentist, etc.Hungry?Free lunches
provided for weekly team building. Free coffee (Nespresso), tea,
sodas, water, and hot cocoa - all on-site.You look like you love to
workout!Free onsite gymWant to Lend a Hand?We support local
charities financially and with paid time-off to volunteerSupporting
Our Families - You bet!We are proud to support our families through
sponsorships such as team and club sponsorship programs.Use the
Force, Luke!Mentorship is part of the deal. We want to help you as
a person, not just as an employee.How Do I Get There?Waukesha
location is just off the Guerke's Corners exit on I-94.Mequon
location is right off I-43 on Mequon and Port Washington Rd.Wow,
You're Smart!We'll pay for you to obtain your life insurance
license, health insurance license and Series 65 securities
registration. We'll even pay for your CERTIFIED FINANCIAL PLANNER
--- designation.Let's Have Fun!Quarterly team lunches and team
building events off site.Annual Team Holiday Party.Paid-for Annual
Trips - Absolutely!Company hits our goals, let's all travel
together.Presented by Advisor Employee Services Thank you for your
interest in the Paraplanner role. Advisor Employee Services, a
consulting firm located in Overland Park, Kansas, represents the
top 1% of financial advisors in all 50 states in their hiring
needs. Please take a moment to explore our website and the services
provided. We are not a staffing firm, but together have built a
reputable and continuously expanding business model which allows us
to pinpoint the exact personnel needs of these established
financial advisors. If you feel that you have the skills it takes
for the position responsibilities listed, please apply today!
Keywords: Advisor Employee Services, Waukesha , Paraplanner - Financial Firm - Waukesha, WI, Accounting, Auditing , Waukesha, Wisconsin
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