Finance Executive Assistant & Paraplanner

Kestra Financial Independent Advisor; Washington (District of Columbia); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

401(k) with company match

Flexible hours and PTO

Supportive, collaborative environment

Educational support for accreditations

No health insurance benefits are not

Job summary

Kestra Financial Independent Advisor is seeking a versatile Executive Assistant / Paraplanner for a hybrid role to support financial advisors and clients. You will help manage daily operations and provide high-level technical and administrative support including data gathering and client communications.

Responsibilities include paraplanning, estate/tax planning collaboration, compliance processing, CRM data entry, and coordinating client paperwork.

Qualifications

• Education: a degree in Finance, Accounting, Law, or Business Administration; or currently pursuing a degree/designation.
• Strong written and verbal communication and professional attention to detail.
• Experience in a financial services firm, public accounting, or estate planning environment is preferred.

Responsibilities

• Paraplanning and financial plan preparation using planning software.
• Estate and tax planning support with CPAs/attorneys.
• Documentation, compliance and suitability reports preparation.

Skills

Attention to detail

Organizational skills

Written and verbal communication

MS Office proficiency

Education

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

Tools

Microsoft Office Suite

Job description

Kestra Financial Independent Advisor is seeking a versatile Executive Assistant / Paraplanner for a hybrid role to support financial advisors and clients. You will help manage daily operations and provide high-level technical and administrative support including data gathering and client communications.

Responsibilities include paraplanning, estate/tax planning collaboration, compliance processing, CRM data entry, and coordinating client paperwork.