Paraplanner / CFP/ Operations Associate / Administrative Assistant
PARAPLANNER / CERTIFIED FINANCIAL PLANNER / OPERATIONS ASSOCIATE / ADMIN ASSISTANT
We’re a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. That’s why, when you come onboard, you become a part of our community and extended family. We’re entrepreneurs at heart; passionate about creating opportunities, achieving work/life integration and helping our employees reach their potential – all while having fun.
The Mercadien Group is expanding and seeks a Paraplanner to join our Asset Management group. The Paraplanner plays a critical role in helping the firm achieving its mission. With overall responsibility for delivering extraordinary client service, and securities business processing; the person in this role must be professional, caring, and genuinely interested in making other people feel fully supported. Additionally, this position requires superior attention to detail, & excellent detective capabilities. The ideal candidate should enjoy working in a fast-paced environment, and be adept at maintaining & solidifying important business relationships. Requirements for the Paraplanner position include, but are not limited to:
RESPONSIBILITIES
- Assist with general office administrative tasks including answering phones & fielding inquiries
- Open new accounts, create client files and process forms
- Perform clients service requests and maintenance
- Maintain client files and CRM using Red Tail
- Perform research tasks and assist preparing for client meetings
- Communication and follow up with clients as needed
- Assist in fulfillment of compliance responsibilities with compliance officer
- Light bookkeeping
- Handle miscellaneous operational activities
- Paraplanning for wealth and estate plans and prepare investment proposals for prospective clients
- Enter data into Financial Planning software
REQUIREMENTS
- BA or BS in business, finance, accounting
- Hold or interested in obtaining Registered Paraplanner (RP) or Certified Financial Planner (CFP) designation
- FINRA Series 7 and/or 66 securities registrations a plus
- 3 to 5 years of experience in the financial services industry preferred
- An understanding of financial planning concepts and terminology
- Proficiency with computer programs, including Microsoft Office Suite (Word, Excel and PowerPoint) and Morningstar Advisor Workstation
- Strong critical thinking skills
- Flexible, quick learner
- Strong business writing skills
- Keen attention to detail as well as organizational and administrative skills
- Works well independently
HOW TO APPLY
If you are seeking professional growth and fulfillment with a firm who values and invests in its associates submit your resume and cover letter on our career portal at https://mgr-jobs.ehcm.io/ or to careers@mercadien.com.
This is an opportunity to gain valuable insight and experience with a leader in the accounting profession, dedicated to success.
THE MERCADIEN GROUP
A family of companies created to serve the diverse and sophisticated needs of clients in a capacity greater than any single organization can offer. Comprised of several distinct entities, the firm provides advisory, tax, accounting, and wealth management services. A team of trusted advisors working together, The Mercadien Group shares a broad knowledge base and creates seamless solutions that meet clients’ personal and business objectives.
Mercadien is dedicated to its associates and their professional development. We offer programs to help each individual reach their goals, such as educational and certification reimbursement, mentoring programs and an open-door policy which affords access to our elite partner group and their knowledge and experiences.
Our salaries and bonus programs are highly competitive, along with benefits that include medical and dental, life insurance, long term disability insurance, 401K, cafeteria plan and excellent vacation and holiday paid time off benefits.
For more information, visit our website at www.mercadien.com
The Mercadien Group is an Equal Opportunity/Affirmative Action Employer.
To all recruitment agencies: The Mercadien Group does not accept unsolicited agency resumes. Please do not forward resumes to our job alias, Mercadien employees or any other company location. The Mercadien Group is not responsible for any fees related to unsolicited resumes.