Estate Planning Paraplanner: Detail-Driven, Client-Focused

Advisor Talent Solutions; Sun City (AZ); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401k plan with VOYA with up to 5% eml.

Profit sharing

Employer paid $50k life insurance

PTO and 10 paid holidays

Annual firm-sponsored activities

Job summary

Oxford Retirement and Estate Planning in Sun City, AZ is seeking a Paraplanner to support wealth managers with estate planning write-ups, trusts and will documents, and client service. The role requires meticulous accuracy, strong organization, and the ability to manage multiple tasks in a professional setting.

We offer competitive benefits and a collaborative team environment, with in-office hours Monday–Thursday 8:00am–5:00pm and Friday 8:00am–1:00pm.

Qualifications

• High School Diploma required.
• 2+ years of experience in a paraplanner or financial services role.
• Proficiency with Microsoft Office.
• Attention to detail and accuracy essential.
• Strong communication and client-service mindset.
• Discretion handling confidential information.
• Collaborative team player with initiative.

Responsibilities

• Prepare estate planning documentation with the Wealth Manager.
• Review and organize trust and will documents for clients.
• Coordinate client meetings and follow-up communications.
• Input client data into Salesforce CRM.
• Ensure documents meet firm procedures and regulatory requirements.
• Support processing new applications.
• Juggle multiple priorities in a fast-paced environment.
• Maintain high standard of client service throughout estate planning.

Skills

Microsoft Office

Attention to detail

Organization skills

Client service

Communication

Multi-tasking

Problem solving

Ethical conduct

Team player

Education

High School Diploma

Tools

Salesforce

Job description

Oxford Retirement and Estate Planning in Sun City, AZ is seeking a Paraplanner to support wealth managers with estate planning write-ups, trusts and will documents, and client service. The role requires meticulous accuracy, strong organization, and the ability to manage multiple tasks in a professional setting.

We offer competitive benefits and a collaborative team environment, with in-office hours Monday–Thursday 8:00am–5:00pm and Friday 8:00am–1:00pm.