Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Kestra Financial, Spokane, WA, United States
We are seeking a versatile, organized, and highly capable professional to join our team as an Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to advanced experience in a financial services, accounting, or law firm. The successful candidate will help manage daily operations while also providing high-level technical and administrative support to our financial advisors and clients.
Paraplanning and Analytical Support
Financial Plan Preparation: Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software
Estate and Tax Planning Support: Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning
Documentation and Compliance: Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations
Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience
Office Management and Administration
Office Operations: Oversee the day-to-day operations of the office and workflows to increase efficiency and track cases to completion
Scheduling: Serve as the main point of contact for clients scheduling meetings
Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements)
Requirements
Education: A degree or a professional designation in Finance, Accounting, Law, or Business Administration; or the current pursuit of a degree/designation is required
Experience: Work experience in a financial services firm, public accounting office, or estate planning law firm is preferred
Skills:
Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines
Strong written and verbal communication skills
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
A high level of integrity and ability to maintain strict confidentiality
Knowledge of industry regulations and compliance standards is extremely beneficial
Licenses/Certifications: CFP, CPA, Attorney license/certification/experience is a significant asset
Benefits
Competitive salary commensurate with experience
401(k) with company match
Flexible hours and paid time off and holidays
A flexible, supportive, and collaborative work environment
Financial assistance for professional accreditations and continuing education
No health insurance benefits are available
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Paraplanning and Analytical Support
Financial Plan Preparation: Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software
Estate and Tax Planning Support: Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning
Documentation and Compliance: Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations
Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience
Office Management and Administration
Office Operations: Oversee the day-to-day operations of the office and workflows to increase efficiency and track cases to completion
Scheduling: Serve as the main point of contact for clients scheduling meetings
Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements)
Requirements
Education: A degree or a professional designation in Finance, Accounting, Law, or Business Administration; or the current pursuit of a degree/designation is required
Experience: Work experience in a financial services firm, public accounting office, or estate planning law firm is preferred
Skills:
Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines
Strong written and verbal communication skills
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
A high level of integrity and ability to maintain strict confidentiality
Knowledge of industry regulations and compliance standards is extremely beneficial
Licenses/Certifications: CFP, CPA, Attorney license/certification/experience is a significant asset
Benefits
Competitive salary commensurate with experience
401(k) with company match
Flexible hours and paid time off and holidays
A flexible, supportive, and collaborative work environment
Financial assistance for professional accreditations and continuing education
No health insurance benefits are available
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