Paraplanner - Sun City, AZ

Advisor Talent Solutions; Sun City (AZ); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401k plan with VOYA with up to 5% eml.

Profit sharing

Employer paid $50k life insurance

PTO and 10 paid holidays

Annual firm-sponsored activities

Job summary

Oxford Retirement and Estate Planning in Sun City, AZ is seeking a Paraplanner to support wealth managers with estate planning write-ups, trusts and will documents, and client service. The role requires meticulous accuracy, strong organization, and the ability to manage multiple tasks in a professional setting.

We offer competitive benefits and a collaborative team environment, with in-office hours Monday–Thursday 8:00am–5:00pm and Friday 8:00am–1:00pm.

Qualifications

• High School Diploma required.
• 2+ years of experience in a paraplanner or financial services role.
• Proficiency with Microsoft Office.
• Attention to detail and accuracy essential.
• Strong communication and client-service mindset.
• Discretion handling confidential information.
• Collaborative team player with initiative.

Responsibilities

• Prepare estate planning documentation with the Wealth Manager.
• Review and organize trust and will documents for clients.
• Coordinate client meetings and follow-up communications.
• Input client data into Salesforce CRM.
• Ensure documents meet firm procedures and regulatory requirements.
• Support processing new applications.
• Juggle multiple priorities in a fast-paced environment.
• Maintain high standard of client service throughout estate planning.

Skills

Microsoft Office

Attention to detail

Organization skills

Client service

Communication

Multi-tasking

Problem solving

Ethical conduct

Team player

Education

High School Diploma

Tools

Salesforce

Job description

Firm: Oxford Retirement and Estate Planning

Overview:

At Oxford Retirement and Estate Planning, located in Sun City, AZ, we specialize in providing comprehensive retirement and estate planning services to our clients. With a commitment to integrity and personalized care, we guide individuals and families through the complexities of financial planning, ensuring peace of mind and security for their golden years and beyond. Our team is dedicated to delivering exceptional service and expertise, helping our clients achieve their retirement goals with confidence and clarity.

We are seeking a detail-oriented and highly organized Paraplanner to join our team. In this role, you will provide critical support to our wealth managers and processors, specializing in trusts, wills, and other estate planning documentation. You will play a key role in client service, communicating with clients, addressing questions, and ensuring an exceptional experience throughout the estate planning process. The ideal candidate will demonstrate exceptional accuracy and strong communication skills. If you are a motivated professional looking to advance your career in a financial firm dedicated to client service and excellence, we invite you to apply.

What You'll Do:

• Collaborate with the Wealth Manager to assist in estate planning write-ups and prepare relevant documentation
• Review, organize, and deliver trust and will documents for clients, ensuring accuracy and adherence to firm procedures
• Work closely with the Wealth Manager to facilitate client meetings, document preparation, and follow-up communication
• Conduct thorough quality checks to ensure all legal documents are accurate, compliant, and complete
• Support processing new applications
• Prepare for client meetings by organizing necessary materials, reports, and analyses
• Gather, organize, and input client data into CRM (Salesforce)
• Receive incoming client service requests and execute accordingly
• Successfully juggle multiple priorities in a fast-paced, high-expectation environment, especially when dynamic needs of clients arise
• Ensure compliance with regulatory requirements and internal procedures

What We're Looking For:

• High School Diploma
• 2+ years’ experience
• Demonstrates proficiency and confidence working in Microsoft Office
• Exhibits meticulous attention to detail and a commitment to accuracy
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Shows initiative by taking proactive steps to solve problems and improve processes
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• Notary preferred or willing to obtain

What You'll Get:

• $65k - $72k/year based on experience + bonus potential
• Medical, dental and vision insurance
• 401k plan with VOYA with up to 5% employer match
• Profit sharing
• Employer paid $50k life insurance policy
• PTO and 10 paid holidays
• Annual trip and fun firm sponsored activities

Schedule:

• In office: Monday - Thursday, 8:00am - 5:00pm, Friday's 8:00am - 1:00pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.