Paraplanner-Roswell

Forum Financial Management • Roswell, GA

12d • Hybrid

About The Position

We are seeking a qualified Paraplanner candidate to join our Roswell, GA office to serve in a role that supports our Financial Advisors and learns from existing team members to serve in a role that includes Planning & Analysis and Client Engagement.

Requirements

• Bachelor’s degree
• Proficiency in Microsoft Outlook, Excel, and Word
• Skilled professional communications both verbally and written
• Detailed, self-driven problem solver, who is focused on accuracy
• Team player who does things the right way
• Natural interest in and a desire for helping people of all generations
• Compensation will be commensurate with your work experience at a Registered Investment Advisory firm or Broker-Dealer

Nice To Haves

• Familiarity of Charles Schwab’s processes is a plus
• Experience with industry software applications is a plus

Responsibilities

• Prepare for client meetings including agendas, net worths, and retirement plans.
• Attend client meetings, capture notes, engage with our clients, and support the advisors.
• Implement post-meeting activities, enter notes in our CRM, prepare a client recap, enter follow-up tasks in our CRM.
• Assist with various planning-oriented projects for the benefit of our clients and our firm.
• Effectively support office operations and execute tasks in a kind, client-focused manner.
• Produce, complete and track all paperwork associated with advisory accounts from initial account set-up through completion and transfer of assets, as well as client meetings and ongoing service.
• Coordinate and prioritize day-to-day tasks providing all services in accordance with company and vendor policies and best practices.
• Answer and address incoming client service requests (phone/email) regarding their accounts including deposits, withdrawals, account transfers and rollovers.
• Provide updates and confirm final completion of all client service requests, then update and finalize notes and tasks in our CRM system and place completed work in client files.
• Assist with client events, office management, and other projects to help the office.
• Discuss client situations with the Financial Advisors and keep them appraised of any issues or concerns.

Benefits

• We offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.
• We offer a 401k plan that includes a company match at 5%.
• Employees start with 18 days plus 12 holidays each calendar year.
• We offer a hybrid working schedule.
• Forum wants to grow our talent from within, and we recognize the role that professional development plays in that. We help our employees identify professional development goals each year and we offer several ways for employees to build their individual skillset.
• Forum supports employees that want to continue their education, and we see that as an extension of our professional development initiatives.
• Employee engagement is very important to Forum, and we believe our employees are our greatest assets, so we strive to host office luncheons, and other activities to increase productivity within the company.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level