Paraplanner - Columbus
1 month ago
Job summary
We are seeking a meticulous, organized and technologically savvy Paraplanner to serve as the operational anchor of the Client Advisory Team.This is a career role for a professional who values stability, wants to deepen their expertise, and takes ownership of the sophisticated systems and efficiencies that drive a high-performing firm.
- You will own the technical and operational side of the planning and administrative process.
- Assist in generating planning reports.
- Accurately input and maintain client financial data across Salesforce.
Job description
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