Paraplanner: Streamline Client Workflows & Advisor Support

Lfp Consulting; Redwood Falls (MN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Employer HSA contributions

PTO

Retirement plan

Annual team retreat

Job summary

Legacy Financial Partners seeks a highly energized Paraplanner to support Financial Advisors and manage office workflows. You will handle onboarding, client files, scheduling, and confidential documents with professionalism.

Ideal candidates will have 2 years in financial services, a Bachelor's degree or equivalent, and the ability to obtain licenses within 12 months (SIE, Series 7, Series 66, Insurance). Competitive benefits and hours Monday–Friday.

Qualifications

• Bachelor's degree or equivalent experience.
• 2 years financial service experience preferred.
• Capable of becoming fully licensed in 12 months (SIE, Series 7, Series 66, Insurance).
• Candidates should present professionally and be computer savvy.

Responsibilities

• Provide comprehensive administrative support to financial advisor ensuring efficient daily office operations.
• Manage calendars, schedule appointments, coordinate meetings, and maintain workflows in a fast-paced environment.
• Prepare and maintain client files, reports, and confidential documents with accuracy.
• Serve as the primary point of contact for clients, delivering exceptional customer service.
• Assist with client onboarding, document collection, and processing while ensuring records are complete.
• Maintain databases and perform data entry, protecting sensitive information.
• Coordinate communications between clients, internal departments, and external partners.
• Track projects and follow-up tasks to meet deadlines and goals.
• Utilize Microsoft Office Suite, CRM systems, and other business apps to generate reports and support operations.
• Handle confidential information with discretion and professionalism.
• Identify and implement process improvements to increase efficiency and client experience.
• Support special projects and additional administrative functions as needed.

Skills

Professional appearance

Computer savvy

Quick learner

Willing to take direction

Customer service

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

CRM systems

Job description

Legacy Financial Partners seeks a highly energized Paraplanner to support Financial Advisors and manage office workflows. You will handle onboarding, client files, scheduling, and confidential documents with professionalism.

Ideal candidates will have 2 years in financial services, a Bachelor's degree or equivalent, and the ability to obtain licenses within 12 months (SIE, Series 7, Series 66, Insurance). Competitive benefits and hours Monday–Friday.