Jr Paraplanner / Client Service Specialist

Jr Paraplanner/ Client Service Specialist
 
This position provides technical support for advisers and exemplary service to our clients. Responsibilities include managing client paperwork and reports, maintaining contact with clients to provide or obtain updated information, scheduling meetings with preferred staff, and troubleshooting problems.
 
A cheerful outlook, effective communication and phone skills, and professional appearance and behavior are of utmost importance. The ideal candidate must also have high ethical standards and be committed to protecting client confidential information at all times.
Secretarial and clerical duties such as typing correspondence, memoranda, reports and meeting notes; scheduling appointments and meetings; and operating office equipment such as photocopier, fax machine, etc. are also required. Experience in Microsoft Excel and Word is desired.