Financial Planning Paraplanner:

Firm Name: Baystate Financial

Office Location: Boston, MA

Reports to: Financial Planning Director/s

Position: Entry-Level

Summary of Responsibilities: Responsible for initial data entry and ongoing organization of case development for financial plans. Support advisors and their clients with onboarding into Personal Financial View (financial planning software).

 Major Job Responsibilities:

  • Assist planners in understanding overall financial planning platform and services
  • Organize and input client data into financial planning software
  • Prepare advisor correspondence and track financial plan progress
  • Effectively communicate with both clients and advisors regarding initial stages of planning process
  • Schedule and host live online meetings with clients to establish their individual websites
  • Provide ongoing support to clients to maintain their website for the duration of the planning process
  • Manage work flow between case writer and advisors to ensure timely delivery of plans
  • Support the department with other initiatives and projects as determined by management

Knowledge/Skills Required:

  • Excellent interpersonal communication skills
  • Ability to work effectively as a member of a cross-functional team
  • Willingness to be flexible and work in a fast-paced environment
  • Highly organized; being able to manage multiple assignments concurrently
  • Strong attention to detail
  • Bachelor’s degree
  • Past financial services industry experience a plus

 

** To be considered for this position, please submit your resume and cover letter by email to Allison DeLena at allison.delena@baystatefinancial.com