Paraplanner

Position Highlights
This individual will work with experienced financial planners. Key responsibilities include preparation of financial plans, and coordination of client service needs with tea ---------- mbers.

Specific areas of focus include:
Preparing financial analyses and financial plans for clients.
Providing support for processing client service needs.

Assisting with creation and implementation of workflows and procedures to improve efficiency
and enhance client experience.
Please enter para55 in the subject line so that application is taken serious.

This is a US Based Company that works US daytime hours.