Finance Executive Assistant & Paraplanner - Flexible Hours

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

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.