Paraplanner

The Paraplanner is an important member of our team and works under the direction of a Senior Planner. This position has a broad exposure to all the major fundamental functions of the firm.

Key Responsibilities include but are not limited to the following:

• Support financial planners in a variety of ways; including client communication and other planning and tax team tasks
• Gather client documents for tax returns and financial plans.
• Attend and document client meetings with Senior Planner.
• Utilize the CRM to run client reports and update client data.
• Act as liaison between Financial planners and the Investment Team.
• Coordinate client paperwork (applications, transfers, etc.)
• Assist with tax season by assembling and scanning tax returns
• Pursue paraplanner credential