Paraplanner & Client Experience Specialist

Legacy Financial Partners; Windom (MN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Competitive Pay

Comprehensive Benefits Package

Education Reimbursement

Learning & Development

Teamwork & Collaboration

HSA Contribution

PTO

Retirement Plan

Annual Team Meeting

Job summary

Legacy Financial Partners seeks a highly energized Paraplanner in Windom, MN to support Financial Advisors in delivering exceptional client service and managing office operations.

The role requires professionalism, quick learning, and strong computer skills to handle calendars, files, and confidential documents in a busy office setting. Full-time with comprehensive benefits and a culture that values service and collaboration.

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 advisor ensuring efficient daily office operations.
• Managed calendars, scheduled appointments, coordinated meetings, and maintained organized workflows in a fast-paced environment.
• Prepare and maintained 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.

Skills

Customer service

Calendar management

Office administration

CRM systems

Data entry

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

CRM systems

Job description

Legacy Financial Partners seeks a highly energized Paraplanner in Windom, MN to support Financial Advisors in delivering exceptional client service and managing office operations.

The role requires professionalism, quick learning, and strong computer skills to handle calendars, files, and confidential documents in a busy office setting. Full-time with comprehensive benefits and a culture that values service and collaboration.