Michigan Veterans Jobs

Mobile michigan-jobbank Logo

Job Information

Paragon Planners amp; Associates, Inc Financial Planning Assistant in West Linn, Michigan

Financial Planning AssistantDo you thrive working independently, being organized, getting things done, and being responsible for your performance?Would you enjoy working in the professional world from the convenience of yourhome office?This could be the job for you:ullimust have a minimum of 20 hours weekly availability, hours will build based on client assignment/lilicomprehensive training/liliongoing support/liliopportunities for growth and development/li/ulThe JobYou will be in the driver's seat and responsible for building strong relationships through assisting Financial Advisors. You will support the client by handling multiple tasks and deadlines in an organized fashion with a "can-do" attitude".Building and maintaining relationships is a key aspect of this position. Other responsibilities can include:ulliprepare and process paperwork with accuracy/lilimaintain high attention to detail with view of overall process/lilischedule appointments/lilicommunicate with clients and financial companies/lilimanage social media, website updates, newsletter creation/lilidatabase maintenance/li/ulWho We AreWe are a driven, energized, enthusiastic team of planners and makers, providing premier services and elevating success. Week after week, we increase connectivity with clients, expanding and deepening client bases, propelling success. And we bring heart to that hustle, because understanding and positive relationships are our number one priority.Every goal we set, team we support, marketing service we create, expense report we process, or call we place on behalf of our clients is the result of our team working together to make each other's ideas stronger. That happens here because every one of us strives toward a common goal mdash; creating the best customer experiences.ResponsibilitiesulliProvide the highest level of customer service/liliDevelop, manage and retain strong client relationships/liliPrepare and process new client accounts using various internal and external systems/liliPrepare and process paperwork with quality and efficiency/liliCreate client touchpoints throughout the year/liliClient meeting preparation and follow up/liliRespond to client requests/liliArrange and coordinate virtual and in-person client events/liliExecute projects from start to finish, with consistent communication/liliManage calendar and schedule appointments/liliDatabase maintenance/liliPossibly manage social media and website updates/liliMulti-task at a high-level managing:ulliProject implementation and timelines/liliManage multiple priorities in a deadline-driven environment/liliCreate and manage tracking systems for projects/liliSpeed and accuracy in data entry and written communications/li/ul/li/ulPreferred QualificationsulliHigh School Diploma or equivalent/liliExperience: Two years experience in the financial service field, customer service relations, social media management, or equivalent/li/ulSkills, Abilities and EquipmentulliStrong written, verbal and interpersonal communication skills/liliProficient computer skills./liliMust be able to move quickly and fluidly through multiple pro