1778
Located in Ann Arbor, MI
Pay: $50,000- S90,000 salary
Job Full Description
Financial Paraplanner
A financial planning company in Ann Arbor, MI is looking for an Financial Paraplanner to join their team.
What you’ll be doing as an Financial Paraplanner
- Prepare reports and gather client statements and financial documents.
- Organize data and consolidate financial information for advisor review.
- Assist financial advisors in preparing for and conducting client meetings.
- Communicate with clients daily via phone and email to collect or clarify information.
- Take detailed notes during client meetings and summarize key points into clear bullet form.
What you’ll need to succeed as an Financial Paraplanner
- 5+ years of experience in a professional or office environment
- Background in financial services, accounting, or a related field
- Bachelor’s degree or equivalent experience
Additional information for the Financial Paraplanner
- $50,000- S90,000 salary
- Monday-Friday, 8:00AM – 5:00PM
- Ann Arbor, 48105
About Express Employment Professionals of Ann Arbor:
As one of the leading staffing companies in North America, Michigan, and Washtenaw County, we’re ready to help you take the next step in your career. Express Employment Professionals of Ann Arbor works with job seekers to help find the right job for their skills and experience. We specialize in long-term, contract-to-hire and professional search opportunities within Office Services, Accounting, Administration, HR, IT, Skill Trades and Light Industrial. By working with Express Employment Professionals of Ann Arbor, you are eligible to receive full benefits during your employment. Here at Express Employment Professionals of Ann Arbor, our mission is to put more people to work today than we did yesterday. This mission is driven by a passion for people, and a passion to enrich the lives of those we encounter everyday through a high level of integrity and quality of service.
Ann Arbor, MI
2804
2750 South State Street
Suite 4
Ann Arbor, MI 48104
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