Seeking a versatile, organized professional for a hybrid Executive Assistant / Paraplanner role with financial services, accounting, or law firm experience.
Responsibilities include preparing financial plans, supporting estate and tax planning, ensuring compliance, and serving as a client contact.
Office management tasks involve overseeing daily operations, scheduling, and administrative duties like data entry and client paperwork.
Requirements: Degree or professional designation in Finance, Accounting, Law, or Business; relevant experience preferred.
Skills include strong communication, attention to detail, proficiency in MS Office, confidentiality, and knowledge of industry regulations. Certifications like CFP, CPA, or law license are advantageous.
Benefits include competitive salary, 401(k), flexible hours, paid time off, professional development support, but no health insurance.