Top 2 Paraplanner Jobs in Southgate, Mi

Paraplanner/Financial Planner Assistant/Customer Service Support
Stroia Securities Services —Southgate, MI
- $20 - $25 an hour
- Part-time
- Background check
- 5 years
- Mid-level
- Health insurance
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Paraplanner/Financial Planner Assistant/Customer Service Support
Stroia Securities Services —Southgate, MI
Answer phone calls with professionalism, demonstrating excellent phone etiquette while assisting clients and colleagues. Ability to type quickly and accurately.
$20 - $25 an hour
Quick Apply

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$45,000 - $60,000 a year
6d

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Paraplanner/Financial Planner Assistant/Customer Service Support

Stroia Securities Services
Southgate, MI

Quick Apply

Job Details

Part-time | Full-time
$20 - $25 an hour

Benefits

Health insurance

Qualifications

Phone communication
Administrative experience
Document quality checks
Typing
Clerical experience
Appointment scheduling
Content review
Editing
Time management
Office experience
Client interaction via phone calls

Full Job Description

Overview
We are seeking a detail-oriented and organized administrative assistant to join our team. The ideal candidate has knowledge of Investments, health insurance and group benefits. You will need to be proficient in computer skills. Processing new accounts, servicing customers investment and insurance accounts , using our CRM system as well as a variety of office tasks. This role will provide customer service and administrative support to our team members. If you are a proactive individual with excellent communication abilities, we encourage you to apply. 5 years office admin experience required. FBI background check and finger printing required. College degree.

Responsibilities

Manage and organize files, ensuring all documents are accurately maintained and easily accessible.
Proofread documents for accuracy and clarity before distribution.
Type correspondence, reports, and other necessary documentation efficiently.
Answer phone calls with professionalism, demonstrating excellent phone etiquette while assisting clients and colleagues.
Support administrative tasks such as scheduling meetings & managing calendars.
Maintain an organized office environment that promotes productivity.
Assist in various projects as assigned by management.

Requirements

Proven experience in an administrative role or similar position is preferred.
Strong time management skills with the ability to prioritize tasks effectively.
Excellent proofreading skills with attention to detail.
Ability to type quickly and accurately.
Familiarity with office procedures and practices.
Strong phone etiquette skills for effective communication with clients and team members.
A positive attitude and willingness to learn in a fast-paced environment.

Join our team as an Administrative Assistant where your contributions will be valued.

Pay: $20.00 - $25.00 per hour

Benefits:

Health insurance

Ability to Commute:

Southgate, MI 48195 (Required)

Ability to Relocate:

Southgate, MI 48195: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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paraplanner jobs in southgate, mi

Paraplanner/Financial Planner Assistant/Customer Service Support

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