Paraplanner

Advisor Talent Solutions•Sun City, AZ

9d•$65,000 - $72,000•Onsite

About The Position

At Oxford Retirement and Estate Planning, located in Sun City, AZ, we specialize in providing comprehensive retirement and estate planning services to our clients. With a commitment to integrity and personalized care, we guide individuals and families through the complexities of financial planning, ensuring peace of mind and security for their golden years and beyond. Our team is dedicated to delivering exceptional service and expertise, helping our clients achieve their retirement goals with confidence and clarity. We are seeking a detail-oriented and highly organized Paraplanner to join our team. In this role, you will provide critical support to our wealth managers and processors, specializing in trusts, wills, and other estate planning documentation. You will play a key role in client service, communicating with clients, addressing questions, and ensuring an exceptional experience throughout the estate planning process. The ideal candidate will demonstrate exceptional accuracy and strong communication skills. If you are a motivated professional looking to advance your career in a financial firm dedicated to client service and excellence, we invite you to apply.

Requirements

High School Diploma
2+ years’ experience
Demonstrates proficiency and confidence working in Microsoft Office
Exhibits meticulous attention to detail and a commitment to accuracy
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Shows initiative by taking proactive steps to solve problems and improve processes
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Nice To Haves

Notary preferred or willing to obtain

Responsibilities

Collaborate with the Wealth Manager to assist in estate planning write-ups and prepare relevant documentation
Review, organize, and deliver trust and will documents for clients, ensuring accuracy and adherence to firm procedures
Work closely with the Wealth Manager to facilitate client meetings, document preparation, and follow-up communication
Conduct thorough quality checks to ensure all legal documents are accurate, compliant, and complete
Support processing new applications
Prepare for client meetings by organizing necessary materials, reports, and analyses
Gather, organize, and input client data into CRM (Salesforce)
Receive incoming client service requests and execute accordingly
Successfully juggle multiple priorities in a fast-paced, high-expectation environment, especially when dynamic needs of clients arise
Ensure compliance with regulatory requirements and internal procedures