Executive Assistant​/Paraplanner Financial Adviser Office - PacNorth

We are seeking a versatile, organized, and highly capable professional to join our team as an Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to advanced experience in a financial services, accounting, or law firm. The successful candidate will help manage daily operations while also providing high-level technical and administrative support to our financial advisors and clients.

• Financial Plan Preparation:
  Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software
• Estate and Tax Planning Support:
  Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning
• Documentation and Compliance:
  Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations
• Client Interaction:
  Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience

• Office Operations:
  Oversee the day-to-day operations of the office and workflows to increase efficiency and track cases to completion
• Scheduling:
  Serve as the main point of contact for clients scheduling meetings
• Administrative Support:
  Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements)

• Education:
  
  A degree or a professional designation in Finance, Accounting, Law, or Business Administration; or the current pursuit of a degree/designation is required
• Experience:
  
  Work experience in a financial services firm, public accounting office, or estate planning law firm is preferred
• Skills:
• Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• A high level of integrity and ability to maintain strict confidentiality
• Knowledge of industry regulations and compliance standards is extremely beneficial
• Licenses/Certifications:
  
  CFP, CPA, Attorney license/certification/experience is a significant asset

• Competitive salary commensurate with experience
• 401(k) with company match
• Flexible hours and paid time off and holidays
• A flexible, supportive, and collaborative work environment
• Financial assistance for professional accreditations and continuing education
• No health insurance benefits are available