MassMutual Atlantic
Operations Assistant / Paraplanner Support
MassMutual Atlantic, Fairfax, Virginia, United States, 22032
We are seeking an entry level financial paraplanner for our fee-based financial planning firm in Fairfax, Virginia. The ideal candidate is ready to launch and grow a career in financial planning during an exciting time in the industry. The candidate will desire working in a small, team-oriented firm, will have involvement in all aspects of the business, and will gain valuable experience developing a financial planning career. Candidates that fit our firm and culture will embrace technology, enjoy a collaborative environment, and hold servIng clients in a fiduciary capacity in high regard.
Position Highlights
Entry level position with career development supported by a Certified Financial Planner® professional.
Responsibilities
Preparing financial analyses and financial plans for clients.
Assisting with analysis, proposals, rebalancing, and administration of client investment portfolios.
Conducting investment research, reporting, and analysis.
Providing support for processing client service needs.
Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Qualifications
B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics.
Strong analytical skills.
Excellent written and verbal communication skills.
Self-starter, productive, works well with a team and independently.
Ability to identify, meet, and follow through with client needs and requirements with keen attention to detail.
Excellent project management skills with ability to prioritize and track multiple tasks.
Proficiency in Microsoft Office Suite.
Knowledge of CRM, eMoney, and Morningstar a plus.
Perks
Competitive compensation.
Customized career development process.
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Position Highlights
Entry level position with career development supported by a Certified Financial Planner® professional.
Responsibilities
Preparing financial analyses and financial plans for clients.
Assisting with analysis, proposals, rebalancing, and administration of client investment portfolios.
Conducting investment research, reporting, and analysis.
Providing support for processing client service needs.
Assisting with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Qualifications
B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics.
Strong analytical skills.
Excellent written and verbal communication skills.
Self-starter, productive, works well with a team and independently.
Ability to identify, meet, and follow through with client needs and requirements with keen attention to detail.
Excellent project management skills with ability to prioritize and track multiple tasks.
Proficiency in Microsoft Office Suite.
Knowledge of CRM, eMoney, and Morningstar a plus.
Perks
Competitive compensation.
Customized career development process.
#J-18808-Ljbffr