Robert Half Office Team Paraplanner in Auburn, Indiana
This position will conduct and/or participate in client meetings, follow up with actionable items and planning for Clients. Proactively reach out to build relationships with existing and prospective clients of the firm Analyze portfolios Develop financial/retirement plans Play an integral role in the Investment Committee. Assist with account set up and client requests. Must possess strong communication and analytical skills to help with high net-worth clients and must be very detail-oriented. RIA background a plus. Our client is an independent, boutique wealth management firm that blends sophisticated institutional portfolio management strategies with a wide range of consulting and planning services.
OfficeTeam is the world's leader in professional staffing for office support jobs, focusing exclusively on the temporary and temporary-to-full-time placement of professionals in the administrative field. We are faster at finding you work because of the depth of our client network. Specifically, our professional staffing managers connect with thousands of hiring managers in North America every week to find your office support job opportunities. We evaluate all of our OfficeTeam temporaries' skills and match them with the needs of top employers in their area.
Apply for this job now or contact us today at 888.981.6731 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
© 2017 OfficeTeam. A Robert Half Company. An Equal Opportunity Employer M/F/Disability/Veterans.
Req ID: 01420-9500707802
Functional Role: Customer Service
Postal Code: 46706
Compensation: $15.00 to $18.00 per hour
Requirements: Financial Services Industry: 3 years