Client Services & Paraplanning Admin
Job in
Burnsville, Dakota County, Minnesota, 55337, USA
Listed on 2026-02-15
Listing for:
All Things Financial
Full Time
position Listed on 2026-02-15
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator, Accounting & Finance
Job Description & How to Apply Below
A reputable financial services firm is seeking a Client Services & Paraplanning Administrator to enhance its retirement planning practice. The ideal candidate will assist clients, manage communications, and support advisors with financial planning tasks. Requirements include proficiency in Microsoft 365, strong attention to detail, and a friendly demeanor.
This role offers a competitive hourly pay of $20.00 to $30.00, paid training, and bonus opportunities. Join a team that values meaningful client relationships and professional growth.
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