Paraplanner for Financial Planning & Client Services

Thrivent; Rochester (MN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision available.

Employer paid life insurance, short- &

Job summary

Emerald Financial Group is seeking a Customer Service Administrator (Paraplanner) to work with our Advisory team, preparing financial plans and coordinating client service needs in-office. The role offers a growth track to obtain FINRA SIE 7/66 and MN Life and Health licensing within the first year.

You will enter client information, prepare plans, research investments, and maintain client relationships while learning firm procedures and CRM systems.

Qualifications

• 2+ years of customer service experience preferred.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Technical aptitude with business tools (Word/Excel/PowerPoint/Salesforce) or ability to learn.

Responsibilities

• Enter client information into multiple systems and maintain accuracy.
• Prepare and update financial plans and presentation materials for client meetings.
• Input data into planning software and draft financial plans.
• Maintain CRM data and support client service requests.
• Prepare reports and help with account paperwork and approvals.
• Identify workflow improvements and assist in day-to-day operations.
• Support team with ad-hoc tasks as needed.

Skills

Customer service

Organization

Communication

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Tools

Salesforce

MS Word

MS Excel

MS PowerPoint

Job description

Emerald Financial Group is seeking a Customer Service Administrator (Paraplanner) to work with our Advisory team, preparing financial plans and coordinating client service needs in-office. The role offers a growth track to obtain FINRA SIE 7/66 and MN Life and Health licensing within the first year.

You will enter client information, prepare plans, research investments, and maintain client relationships while learning firm procedures and CRM systems.