Paraplanning Admin Specialist — Financial Services
Listed on 2026-09-24
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Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant -
Finance & Banking
Accounting & Finance, Office Administrator/ Coordinator, Finance Assistant
DBA Advisory is seeking an Associate Admin Assistant (Paraplanning) to support paraplanners with administrative tasks, document preparation, and stakeholder liaison within the Turnkey Shared Services division.
The role requires familiarity with financial planning software such as Xplan and Salesforce, strong attention to detail, and the ability to work both in a team and independently.
Our team is growing, and we are hiring a Paraplanning Admin Specialist — Financial Services in AR, United States.
Join us at DBA Advisory as our next Paraplanning Admin Specialist — Financial Services in AR, United States.
We are currently recruiting a Paraplanning Admin Specialist — Financial Services for our team in AR, United States.
This is an excellent opportunity to take on the Paraplanning Admin Specialist — Financial Services role at DBA Advisory.
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