Paraplanner - Richland, WA

Advisor Talent Solutions•Richland, WA

1d•$22 - $24•Onsite

About The Position

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in Richland, WA is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

Requirements

1-2 years of administrative office experience in a fast-paced environment
Intermediate to advanced skills with MS Office Suite, specifically Excel
Desire to obtain long-term employment
Life and Health Licensure
Ability to prioritize projects and manage time
Savvy customer service to include excellent communication; both verbal and written
Strong follow-through
Good-natured, positive attitude
Ability to demonstrate persistence to achieve quality
Strong organizational skills, detail oriented, proactive, and resourceful
Friendly, professional phone manner and enjoys working with a variety of clients
Reliable with exceptional work ethic
Demonstrate maturity and poise under pressure
Flexibility to contribute as part of a team as well as independently

Nice To Haves

Financial Industry experience preferred

Responsibilities

Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
Utilize websites and software to obtain client and product information
Compare existing solutions to those currently available in the marketplace
Establish and maintain detailed client files
Prepare client correspondence, including letters and email correspondence
Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate
Assist in client meetings