Paraplanner: Elevate Client Experience & Ops

Legacy Financial Partners; Milbank (SD); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Learning & Development

Innovation

Teamwork

Competitive Pay

Comprehensive Benefits Package

Education Reimbursement

Collaborative Environment

Culture of Excellence

Job summary

Legacy Financial Partners in Milbank, SD is seeking a highly organized Paraplanner to support Financial Advisors in a fast-paced office. You will manage calendars, assemble client files, prepare reports, and ensure confidential documentation is accurate.

The ideal candidate has about two years in financial services, a Bachelor's degree or equivalent experience, and the ability to obtain licenses (SIE, Series 7, 66, Insurance) within 12 months.

Qualifications

• Two years in Financial Services 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 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.

Skills

Administrative

CRM systems

Microsoft Office

Data entry

Customer service

Education

Bachelor's Degree

Licensing within 12 months

SIE/Series 7/66 Insurance

Tools

CRM systems

Microsoft Office Suite

Document management

Job description

Legacy Financial Partners in Milbank, SD is seeking a highly organized Paraplanner to support Financial Advisors in a fast-paced office. You will manage calendars, assemble client files, prepare reports, and ensure confidential documentation is accurate.

The ideal candidate has about two years in financial services, a Bachelor's degree or equivalent experience, and the ability to obtain licenses (SIE, Series 7, 66, Insurance) within 12 months.