Paraprofessional

CohnReznick• , VA

5d•Onsite

About The Position

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Paraprofessional to join the team in our Richmond office. Due to the nature of this role, this position is considered 100% on-site which means it must be consistently performed at an assigned CohnReznick office location and requires daily commute to the office location.

Requirements

Active Life Insurance License required.
Strong proficiency in Microsoft Office Suite and CRM systems.
Exceptional organizational and project management skills.
Outstanding written and verbal communication abilities.
Ability to manage multiple priorities in a fast-paced environment.
Professional demeanor with strong interpersonal skills.
Self-starter capable of working independently and anticipating needs.
High degree of integrity, discretion, and attention to detail.

Nice To Haves

Experience in wealth management, financial planning, insurance operations, or financial services is strongly preferred.
3+ years of experience in supporting wealth management, financial planning, insurance, banking, or financial services preferred.

Responsibilities

Join CohnReznick’s National Growing Wealth Management & Life Insurance Practice as the Right Hand to the Sole Managing Director.
Serve as the primary operational, administrative, client service, and business development partner to the Managing Director of the growing CohnReznick Wealth Management practice.
Become the central hub of the practice, ensuring that clients receive a first-class experience while managing the day-to-day operations of a sophisticated wealth management and insurance business.
Manage the extensive travel of the Managing Director throughout the United States meeting with clients, prospects, CPAs, attorneys, and business owners.