Independent Financial Advisors, LLC
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Financial Services
About Us
Securities offered through LPL Financial. Member FINRA/SIPC. Financial Planning offered through Independent Financial Advisors, a registered investment advisor and separate entity from LPL Financial
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Jobs
Jr Paraplanner / Client Service Specialist
Category: Administrative, Support & Clerical
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
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