Customer Service Administrator (Paraplanner)
Core
Support financial advisors by preparing financial plans, conducting investment research, and managing client account documentation for retirement-focused clients.
Role type
Paraplanner (Customer Service Administrator)
Builds
Financial plans, presentation materials, and client account documentation
Domain
Financial Services / Retirement Planning
Required skills
Financial planning software proficiency, CRM management (Salesforce), investment research, client data entry, regulatory form completion, workflow optimization
Preferred skills
FINRA SIE 7/66 license, MN Life and Health licensing, 2+ years customer service experience
Technologies
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Responsibilities
Prepare and update financial plans and presentation material, Enter client information into various systems, Research and respond to client inquiries, Finalize, submit, and track all client account and application paperwork, Maintain information in CRM (Salesforce) system, Assist in generating performance reports
Seniority
Entry to Mid-level, growth track
