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At Company we do a lot more than crunch numbers and prepare filings. Our approach leverages input from throughout our organization – giving everyone a voice and an opportunity to make an impact.
Utilizing a state-of-the-art technology platform, we go beyond the numbers to provide invaluable financial and operational insight to a diverse array of dynamic clients – from enduring institutions to disruptive start-ups.
By delivering strategic guidance with a personal touch, we are reshaping ideas of what a CPA firm is capable of – and give our professionals the support to self-determine the path their career takes.
Company is growing and we are looking for a motivated, hardworking and dynamic Paraplanner to join their highly skilled team of professionals. The Paraplanner will work directly with advisors to support firm clients through the development of comprehensive financial plans.
Basic knowledge of and the ability to present: budget, credit, debt, insurance, estate planning, investment, and tax planning concepts. The candidate must have experience-utilizing EMONEY. Help prepare investment policy statements and have a history of working one on one with client's to manage and execute actions steps.
EMoney expertise, ability to manage and build client relationships along with communication skills with others are very important key attributes of this candidate
Email client Financial Documents Checklist and gather client information
Organize and upload client financial documents.
Enter client information (Tax Return, Credit Report & Property Shark have a lot of overall info)
Connect clients financial accounts (monitor and add budget items for first 3 months)
Review detailed Balance Sheet to make sure that no assets or liabilities are missing
Analyze and document weaknesses in client financial status
Prepare a Retirement Plan, Goal Analysis, or Education Plan for the client
Work with Pension Administrators and Insurance companies to follow up on pension and insurance proposals for clients