Client Operation Associate

Paragon Wealth Doylestown; Doylestown (Bucks County); On-site; USD 42,000 - 54,000; Full time

Job summary

Paragon Wealth Management in Doylestown, PA is seeking a recent college graduate or early-career professional for an entry-level role focused on client operations, meeting preparation, internal reporting, and workflow management. You will gain exposure to investment research, portfolio reporting, and asset-management projects while supporting the sister company with scheduling and client communication.

The ideal candidate is organized, personable, analytical, and eager to learn, with a

Qualifications

• Bachelor's degree preferred in accounting, finance, business, economics, or related field.
• Candidates should be organized, personable, analytical, and curious.

Responsibilities

• Support client-service requests, meeting preparation, internal reporting, workflow management, and general operations.
• Assist with investment research, portfolio reporting, and asset-management projects as opportunities arise.
• Support Paragon Accounting & Tax with scheduling, client communication, document collection, workflow administration, and preparation of client tax packets.

Skills

Communication skills

Organizational skills

Analytical thinking

Attention to detail

Willingness to learn

Education

Bachelor's degree in accounting, finance, business, economics, or related field

Job description

Paragon Wealth Management | Doylestown, PA | Full-time, in-office | paragon-wealth.com

Paragon Wealth Management is looking for a recent college graduate or early-career professional who wants to develop a broad foundation in financial services, client operations, business advisory services, and accounting.

This is a unique entry-level opportunity for someone who is organized, personable, analytical, and interested in learning how different areas of a financial services business operate.

The associate will primarily support Paragon Wealth Management with client-service requests, meeting preparation, internal reporting, workflow management, and general operations. Candidates with strong analytical skills may also have opportunities to assist with investment research, portfolio reporting, and asset-management projects. In addition, the associate will support our sister company, Paragon Accounting & Tax, with scheduling, client communication, document collection, workflow administration, and preparation of client tax packets.

We are looking for someone who:

• Communicates well and enjoys working with people.
• Is highly organized and attentive to detail.
• Can identify and solve problems without requiring constant supervision.
• Takes ownership of responsibilities and follows through.
• Is curious, analytical, and willing to learn.
• Can be trusted with confidential financial information.
• Wants an opportunity to grow rather than perform the same tasks every day.
• A bachelor's degree in accounting, finance, business, economics, or a related field is preferred.

Depending on the associate’s performance and interests, the position may develop toward:

• Investment research and portfolio analysis.
• Bookkeeping and accounting.
• Tax planning and business consulting.
• Outsourced controller or CFO services.

Support for the CPA, CFP®, CFA, or another relevant professional credential may be available.

This is a full-time, in-office position in Doylestown. Some additional hours may be required during tax season.