Junior Client Operations & Finance Analyst

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 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