Paraplanner

About the Role

Oxford Retirement and Estate Planning, located in Sun City, AZ, specializes in providing comprehensive retirement and estate planning services to clients. The firm is seeking a detail-oriented and highly organized Paraplanner to provide critical support to wealth managers and processors, specializing in trusts, wills, and other estate planning documentation. The role involves client service, communicating with clients, addressing questions, and ensuring an exceptional experience throughout the estate planning process.

What You'll Do

• Collaborate with the Wealth Manager to assist in estate planning write-ups and prepare relevant documentation
• Review, organize, and deliver trust and will documents for clients, ensuring accuracy and adherence to firm procedures
• Work closely with the Wealth Manager to facilitate client meetings, document preparation, and follow-up communication
• Conduct thorough quality checks to ensure all legal documents are accurate, compliant, and complete
• Support processing new applications
• Prepare for client meetings by organizing necessary materials, reports, and analyses
• Gather, organize, and input client data into CRM (Salesforce)
• Receive incoming client service requests and execute accordingly
• Successfully juggle multiple priorities in a fast-paced, high-expectation environment, especially when dynamic needs of clients arise
• Ensure compliance with regulatory requirements and internal procedures

What We're Looking For

• High School Diploma
• 2+ years' experience
• Demonstrates proficiency and confidence working in Microsoft Office
• Exhibits meticulous attention to detail and a commitment to accuracy
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple requests and prioritizing time sensitive tasks
• Excellent communication; written and verbal
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Shows initiative by taking proactive steps to solve problems and improve processes
• Demonstrates 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

Pay

• $65k - $72k/year based on experience + bonus potential

Benefits

• Medical, dental and vision insurance
• 401k plan with VOYA with up to 5% employer match
• Profit sharing
• Employer paid $50k life insurance policy
• PTO and 10 paid holidays
• Annual trip and fun firm sponsored activities

Schedule

• In office: Monday – Thursday, 8:00am – 5:00pm, Friday's 8:00am – 1:00pm