Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth

Kestra Technologies; Paris; Sur place; EUR 35 000 - 50 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Flexible hours and paid time off

Financial assistance for professional accreditations

Résumé du poste

Kestra Technologies is seeking an Executive Assistant / Paraplanner in Paris. This hybrid role involves managing office operations while providing essential support to financial advisors and clients. Ideal candidates must possess a background in financial services and strong organizational skills.

Responsibilities include collaboration on financial planning, compliance documentation, client communication, and administrative support. Benefits include a competitive salary, flexible hours, and opportunities for professional development.

Qualifications

• Degree or professional designation in relevant field required.
• Experience in financial services firm, public accounting, or estate planning law preferred.
• Strong written and verbal communication skills.

Responsabilités

• Gather and analyze client data for financial plans.
• Collaborate on tax and estate planning.
• Ensure client files comply with regulations.
• Serve as a main point of contact for clients.
• Oversee day-to-day office operations.
• Handle core administrative tasks and data entry.

Connaissances

Attention to detail

Organizational skills

Communication skills

Microsoft Office Suite proficiency

Formation

Degree in Finance, Accounting, Law, or Business Administration

Description du poste

Overview

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.

Responsibilities

• 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).

• 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:
• o Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines.
• o Strong written and verbal communication skills.
• o 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.

Qualifications

• 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