Execute month-end close tasks, reconcile accounts, analyze financial fluctuations, and prepare reports. Improve processes, strengthen controls, and support audits. Provide timely financial insights and handle ad hoc accounting projects.
Execute month-end close tasks, reconcile accounts, analyze financial fluctuations, and prepare reports. Improve processes, strengthen controls, and support audits. Provide timely financial insights and handle ad hoc accounting projects.
Execute month-end close tasks, reconcile accounts, analyze financial fluctuations, and prepare reports. Improve processes, strengthen controls, and support audits. Provide timely financial insights and handle ad hoc accounting projects.
Are you looking for a career path where you can grow, thrive, and truly make a difference? Our client is seeking an experienced Paraplanner to join their team. The ideal candidate will be detail-oriented, conscientious, and dedicated, with strong client service skills. This role requires someone who can take direction yet also work independently, problem-solve, and take ownership of projects. The work environment is steady-paced, collaborative, and enjoyable. About the Client Our client is a boutique wealth management firm that has been in business since 2007. They specialize in retirement planning, investment management, and business planning for high-net-worth clients and business owners. As an independent investment firm, they offer unique investment options, including Alternative Investments, Private Real Estate portfolios, and access to world-class Institutional Managers. Role & responsibilities Prepare financial plans and recommendations for financial planning clients Participate in the investment research process and be part of the Investment Committee Team Prepare for client meetings and reviews, including the preparation of reports, proposals and financial illustrations. Take thorough notes during new client meetings Use financial planning software to enter client data, create scenarios and reports Complete client assumptions, asset recommendations and plan recommendation documents Maintain effective working relationships with clients by assisting with their requests and account actions to completion Maintain client records, CRM database, and compliance files Request quotes for insurance Interface with team members, custodians, and insurance companies Track weekly results and turn into manager Create and update processes and procedures weekly Other assignments, as needed Preferred candidate profile 3 years experience in the paraplanner role Bachelor's degree (Financial Planning or Finance preferred) Proficient in Microsoft Office (Word, Excel, Outlook, Teams) and with Adobe Acrobat Strong attention to detail with the ability to work independently while embracing team collaboration Highly organized Displays exemplary professional communication skills, verbal and written Must be professional, courteous, and dependable Excellent client service skills Ability to manage multiple projects at once with consistent follow-through Commitment to provide high-quality work both to internal and external partners Ability to meet deadlines Minimum 3 professional references required Process driven and results oriented Ability to work well in a fast-paced environment Software Used Redtail Pershing TD Ameritrade VeoOne Adhesion eMoney Nitrogen (Riskalyze) Microsoft 365 (Excel, Word, PowerPoint, teams) Google Suite (Docs, Sheets, Forms) RoboForm Guru Precise FP
We’re hiring an Operations Specialist! Join a boutique financial services firm supporting client accounts, operations, trading, and insurance. Ideal for detail-oriented professionals with 5+ years’ experience and strong client service skills.
Are you looking for a career where you can grow, thrive, and make a difference? Our client, a fast-growing financial services firm, is seeking an enthusiastic, detail-oriented individual who thrives on getting things done. We are looking for someone who is client-focused, organized, and able to balance speed with accuracy while managing multiple responsibilities. The Operations Specialist role requires strong attention to detail, excellent customer service skills, and the ability to multitask in a professional and efficient manner. The ideal candidate can take direction but also work independently, problem solve, and take ownership of projects. The work environment is steadily paced, collaborative, and enjoyable. Key Duties & Responsibilities Custodian Support Prepare and process paperwork including account openings, transfers, and changes. Manage service requests, client distributions, contributions, and account closures. Troubleshoot account issues by working with custodians, third-party providers, and clients. Track and monitor account requests in process. Maintain client portals with custodians. Operations Act as a liaison between the firm, clients, custodians, and providers. Prepare paperwork for weekly service meetings and process follow-up activities. Manage CRM software and update client records. Handle 401k rollovers, Roth IRA conversions, and required minimum distributions. Track new assets under management, client metrics, and business reporting. Assist with hiring, onboarding, and training of new employees. Write and update policies and procedures. Perform research and support manager meetings. Administrative Activities Handle phones, mail, document scanning, and scheduling. Trading Activities Enroll, trade, and reallocate investment accounts as recommended. Prepare investment proposals. Insurance Activities Request new insurance quotes and process applications. Support clients through underwriting. Advisor Support Assist advisors with licensing, registration, and training schedules. Events Help plan, schedule, and coordinate client and marketing events. Other Support additional tasks and projects as assigned. Job Requirements Minimum 5+ years of administrative/operations experience in a financial or investment firm. Bachelor’s degree in Finance Strong organizational and customer service skills. Excellent written and verbal communication. Ability to multitask, prioritize, and manage deadlines. Experience in financial services is an advantage. Proven record of professionalism, ethics, and reliability. Strong decision-making skills and ability to work independently as well as in a team. Software Knowledge Experience with the following is highly desirable: Redtail, VeoOne, Adhesion, eMoney, Riskalyze, Microsoft Office (Excel, Word, PowerPoint, Teams), Google Suite (Docs, Sheets, Forms), RoboForm, Guru, Precise FP. About the Client Our client is a boutique wealth management firm that has been serving clients since 2007. They specialize in retirement planning, investment management, and business planning for high-net-worth clients and business owners. As an independent firm, they provide access to unique investment opportunities including alternative investments, private real estate portfolios, and world-class institutional managers. 📌 This position is being recruited on behalf of our client.
Are you looking for a career path where you can grow, thrive, and truly make a difference Our client is seeking an experienced Paraplanner to join their team. The ideal candidate will be detail-oriented, conscientious, and dedicated, with strong client service skills. This role requires someone who can take direction yet also work independently, problem-solve, and take ownership of projects. The work environment is steady-paced, collaborative, and enjoyable. Job Duties & Responsibilities ?Prepare financial plans and recommendations for financial planning clients ?Participate in the investment research process and be part of the Investment Committee Team ?Prepare for client meetings and reviews, including the preparation of reports, proposals and financial illustrations. ?Take thorough notes during new client meetings ?Use financial planning software to enter client data, create scenarios and reports ?Complete client assumptions, asset recommendations and plan recommendation documents ?Maintain effective working relationships with clients by assisting with their requests and account actions to completion ?Maintain client records, CRM database, and compliance files ?Request quotes for insurance ?Interface with team members, custodians, and insurance companies ?Track weekly results and turn into manager ?Create and update processes and procedures weekly ?Other assignments, as needed Job Requirements ?3 years experience in the paraplanner role ?Bachelor's degree (Financial Planning or Finance preferred) ?Proficient in Microsoft Office (Word, Excel, Outlook, Teams) and with Adobe Acrobat ?Strong attention to detail with the ability to work independently while embracing team collaboration ?Highly organized ?Displays exemplary professional communication skills, verbal and written ?Must be professional, courteous, and dependable ?Excellent client service skills ?Ability to manage multiple projects at once with consistent follow-through Commitment to provide high-quality work both to internal and external partners ?Ability to meet deadlines ?Minimum 3 professional references required ?Process driven and results oriented ?Ability to work well in a fast-paced environment Software Used ?Redtail ?Pershing ?TD Ameritrade VeoOne ?Adhesion ?eMoney ?Nitrogen (Riskalyze) ?Microsoft 365 (Excel, Word, PowerPoint, teams) ?Google Suite (Docs, Sheets, Forms) ?RoboForm ?Guru ?Precise FP About the Client Our client is a boutique wealth management firm that has been in business since 2007. They specialize in retirement planning, investment management, and business planning for high-net-worth clients and business owners. As an independent investment firm, they offer unique investment options, including Alternative Investments, Private Real Estate portfolios, and access to world-class Institutional Managers.
Seeking a motivated Business Development Executive to generate new clients for accounting services via LinkedIn, and other platforms. Responsible for lead generation, proposal submissions, and client relationship management.
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