Paraplanner – Service Assistant

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Organize client meeting folders, including agendas, previous years' tax returns, and projections.

• Create outlines for tax plans for advisor evaluation.

• Refresh planning software and CRM with client financial information.

• Recognize potential opportunities for tax savings and insurance triggers, such as deductions, entity planning, and retirement funding.

• Develop financial summaries and scenario analyses for initial and strategy meetings.

• Assist with follow-up emails by including deliverables and confirming subsequent steps.

• Verify that all documents are complete, accurate, and properly recorded.

• Provide support to the Client Services team as required during busy periods.

⛳️ Requirements

• Over 2 years of experience in financial planning, tax preparation support, or paraplanning.

• Solid understanding of tax planning principles, including deductions, entities, and retirement accounts.

• Exceptional attention to detail with the capability to identify errors or overlooked opportunities.

• Proficient in financial and tax planning software as well as CRMs.

• Strong writing and organizational skills, with the ability to present data effectively.

• Proactive, coachable, and maintain a positive demeanor.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with employer matching contributions.

• Opportunities for professional development and continuous learning.

• Flexible work hours and remote work options.