Paraplanner

Legacy Financial Partners; Redwood Falls (MN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Employer HSA contribution

401(k) retirement plan

Paid time off

Holiday pay

Education reimbursement

Job summary

Legacy Financial Partners seeks a proactive Paraplanner to support Financial Advisors in a fast-paced office in Redwood Falls, MN. The role emphasizes professionalism, learning quickly, and strong computer skills to manage workflows and client files.

You will assist with onboarding, maintain databases, and coordinate communications with clients and partners while striving for an excellent client experience.

Qualifications

• 2 years of Financial Service Experience preferred.
• Bachelor's Degree or Equivalent Experience.
• Capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance)

Responsibilities

• Provide comprehensive administrative support to financial advisors, ensuring efficient daily office operations.
• Managed calendars, scheduled appointments, coordinated meetings, and maintained organized workflows in a fast-paced environment.
• Prepare and maintain client files, reports, correspondence, and confidential documents with a high degree of accuracy and professionalism.
• Serve as the primary point of contact for clients, responding promptly to inquiries and delivering exceptional customer service.
• Assist with client onboarding, document collection, and processing while ensuring all records were complete and accurate.
• Maintained databases and performed data entry tasks, ensuring the integrity and confidentiality of sensitive information.
• Coordinate communications between clients, internal departments, and external partners to facilitate timely resolution of requests and issues.
• Track projects, action items, and follow-up tasks to ensure deadlines and organizational goals were met.
• Utilize Microsoft Office Suite, CRM systems, and other business applications to generate reports, manage records, and support operational needs.
• Handle confidential client and company information with discretion and professionalism.
• Identify and implement process improvements that increased efficiency and enhanced the overall client experience.
• Support special projects and additional administrative functions as needed to contribute to team success and organizational objectives.

Skills

Administrative support

Calendar management

Communication

Customer service

Education

Bachelor's degree or equivalent

Licensing eligible within 12 months

Tools

Microsoft Office Suite

CRM systems

Job description

Job DetailsJob Location: Redwood Falls Office - Redwood Falls, MN 56283Salary Range: $45,000.00 - $65,000.00 Salary/yearCompetitive Pay!

Working at Legacy Financial Partners is more than a job; it means having the opportunity to make a difference in the lives of our clients and the communities we serve. Our team is made of a diverse group grounded by core values: Service, Leadership, integrity, Community and Excellence. We feel strongly that creating an extraordinary client experience begins with extraordinary office culture. Joining Legacy Financial Partners comes with benefits to support you in your professional and personal journey.

We offer our team:

• Learning + Development: leadership development programs and goal setting create big possibilities for your career and life. Develop within the company; be mentored and grow as a leader
• Innovation: be involved in creating solutions to workplace challenges regardless of your role and be empowered to have a voice and leadership
• Teamwork: experience what being a part of the Legacy Financial Partners family feels like. Be inspired, encouraged, and cheered on by your teammates while being supported in your life
• Competitive Pay
• Comprehensive Benefits Package:Medical, Dental, Vision, Employer HSA Contribution, PTO, Retirement, Clothing, Annual Meeting (team building retreat)
• Collaborative Environment and Innovative Culture
• Education Reimbursement: never quit learning and growing in your career

Summary:

Financial Service firm seeks a highly energized and confident individual who will thrive in a busy environment to serve as Paraplanner. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, and computer savvy. Paraplanner will assist Financial Advisors in managing and organizing office workflow.

Essential Duties and Responsibilities:

• Providecomprehensive administrative support to financial advisorensuring efficient daily office operations
• Managed calendars, scheduled appointments, coordinated meetings, and maintained organized workflows in a fast-paced environment
• Prepareand maintained client files, reports, correspondence, and confidential documents with a high degree of accuracy and professionalism
• Serve asthe primary point of contact for clients, responding promptly to inquiries and delivering exceptional customer service
• Assistwith client onboarding, document collection, and processing while ensuring all records were complete and accurate
• Maintained databases and performed data entry tasks, ensuring the integrity and confidentiality of sensitive information
• Coordinatecommunications between clients, internal departments, and external partners to facilitate timely resolution of requests and issues
• Track projects, action items, and follow-up tasks to ensure deadlines and organizational goals were met
• UtilizeMicrosoft Office Suite, CRM systems, and other business applications to generate reports, manage records, and support operational needs
• Handleconfidential client and company information with discretion and professionalism
• Identified and implemented process improvements that increased efficiency and enhanced the overall client experience
• Supportspecial projects and additional administrative functions as needed to contribute to team success and organizational objectives

QualificationsIdeal Education & Experience:

• 2 years of Financial Service Experience preferred
• Bachelors Degree or Equivalent Experience
• Capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance)

Compensation and Hours:

Compensation: Depends on experience

As a full time employee you are also eligible for our comprehensive benefits package, which includes medical, dental, vision, life & disability insurance, 401(k), PTO, holiday pay and other benefits

Full Time

Office hours are Monday - Friday 8:00am to 5:00pm

Legacy Financial Partners, which has 29 locations in 7 states, offers customized advice, value based planning, and digital tools to help clients feel more confident and secure in their financial future. Our organization is committed to empowering people to accomplish more.