Paraplanner: Financial Admin & Client Experience

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

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.