Hybrid Executive Assistant & Paraplanner in Finance

Kestra Technologies; Paris; Hybride; 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

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.