Paraplanner

Position: ParaplannerFirm: Oxford Retirement and Estate PlanningLocation: Sun City, AZ Overview: At Oxford Retirement and Estate Planning, located in Sun City, AZ, we specialize in providing comprehensive retirement and estate planning services to our clients. With a commitment to integrity and personalized care, we guide individuals and families through the complexities of financial planning, ensuring peace of mind and security for their golden years and beyond. Our team is dedicated to delivering exceptional service and expertise, helping our clients achieve their retirement goals with confidence and clarity. We are seeking a detail-oriented and highly organized Paraplanner to join our team. In this role, you will provide critical support to our wealth managers and processors, specializing in trusts, wills, and other estate planning documentation. You will play a key role in client service, communicating with clients, addressing questions, and ensuring an exceptional experience throughout the estate planning process. The ideal candidate will demonstrate exceptional accuracy and strong communication skills. If you are a motivated professional looking to advance your career in a financial firm dedicated to client service and excellence, we invite you to apply. What You’ll Do: Collaborate with the Wealth Manager to assist in estate planning write-ups and prepare relevant documentationReview, organize, and deliver trust and will documents for clients, ensuring accuracy and adherence to firm proceduresWork closely with the Wealth Manager to facilitate client meetings, document preparation, and follow-up communicationConduct thorough quality checks to ensure all legal documents are accurate, compliant, and completeSupport processing new applicationsPrepare for client meetings by organizing necessary materials, reports, and analysesGather, organize, and input client data into CRM (Salesforce)Receive incoming client service requests and execute accordinglySuccessfully juggle multiple priorities in a fast-paced, high-expectation environment, especially when dynamic needs of clients ariseEnsure compliance with regulatory requirements and internal procedures What We’re Looking For: High School Diploma2+ years’ experienceDemonstrates proficiency and confidence working in Microsoft OfficeExhibits meticulous attention to detail and a commitment to accuracyCollaborative team player willing to assist othersDemonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasksExcellent communication; written and verbalSkilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidanceShows initiative by taking proactive steps to solve problems and improve processesDemonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters Bonus Points: Notary preferred or willing to obtain What You’ll Get: Pay & Perks: $65k - $72k/year based on experience + bonus potentialMedical, dental and vision insurance401k plan with VOYA with up to 5% employer matchProfit sharingEmployer paid $50k life insurance policyPTO and 10 paid holidaysAnnual trip and fun firm sponsored activities Schedule: In office: Monday – Thursday, 8:00am – 5:00pm, Friday’s 8:00am – 1:00pm PLEASE NOTE: All inquiries regarding this position should be directed to our recruiting team at info@advisortalentsolutions.com. Kindly refrain from contacting the financial firm directly. Our team will respond to your questions promptly. Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com