Remote Paraplanner & Exec Assistant to Financial Planner
Philadelphia, Philadelphia County, Pennsylvania, 19113, USA
Listed on 2026-10-30
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Finance & Banking
Financial Analyst, Financial Reporting, Office Administrator/ Coordinator, Accounting & Finance
D2B is seeking a Paraplanner / Senior Executive Assistant to support a Financial Planner. This remote, dayshift role blends paraplanning with executive support, handling SOAs, ROAs, and service agreements while coordinating client workflows and AI-enabled tools.
Ideal candidates have 2+ years in Australian financial services, strong English communication, and meticulous attention to detail to maintain audit-ready files and drive client outcomes.
We are looking to fill the Remote Paraplanner & Exec Assistant to Financial Planner position at D2B in United States.
For the Remote Paraplanner & Exec Assistant to Financial Planner position at D2B, we are reviewing applications now.
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