Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth

Kestra; Spokane Valley (WA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Flexible hours

Paid time off

Job summary

Kestra is seeking a versatile, organized Executive Assistant / Paraplanner to join our team in a hybrid role, supporting financial advisors and clients.

You will gather and analyze client data to prepare financial plans, assist with estate and tax planning, ensure compliance, and manage client communications.

Additional duties include office operations, scheduling, CRM data entry, processing account paperwork, and upholding confidentiality.

Qualifications

• Education: A degree or professional designation in Finance, Accounting, Law, or Business Administration; or currently pursuing a degree/designation.
• Experience: Financial services, accounting, or estate planning experience preferred.
• Skills: Attention to detail, strong communication, and ability to manage multiple projects.

Responsibilities

• Paraplanning and analytical support: prepare financial plans and reports using planning software.
• Estate and tax planning support with CPAs and attorneys.
• Documentation and compliance: prepare suitability reports and ensure file compliance.
• Client interaction: act as a point of contact for data gathering and inquiries.
• Office management and administration: oversee daily operations and scheduling, data entry into CRM, and processing client paperwork.

Skills

Attention to detail

Communication skills

Scheduling & organization

CRM data entry

Education

Finance/Accounting/Law/Business Admin degree or in progress

Tools

Microsoft Office Suite

Job description

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.

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).

Requirements

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.

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