Apply on Employer Site

Allegheny Financial Group · 4 days ago

Financial Paraplanner-HYBRID

Pittsburgh, PA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Allegheny Financial Group is an SEC-registered investment advisory firm that offers clients comprehensive financial services. They are seeking a motivated Financial Paraplanner to support financial planners and advisors by maintaining data accuracy, generating reports, and providing excellent client service.

AdviceAsset ManagementFinanceFinancial Services

Responsibilities

Receive and accurately update client financial information across various systems as it is received daily

Assist the planning team in compiling the comprehensive financial reports in advance of client meetings

Compile and present data metrics and report to the team when requested

Assist with various projects and other duties as assigned

Become proficient in the various software programs, specifically related to the flow of financial data and client information

Analyze and run metrics on various data points

Assist in the monthly billing process

Maintain advisor and client connections within the financial planning software

Work internally with the IT department and/or directly with clients via phone and email to troubleshoot any issues with new or existing connections and/or uploading and retrieving information within the client Vault

Correspond with clients in advance of their meeting to ensure that we have received the information requested

Qualification

Financial planning softwareData managementData analysisFinancial Paraplanner Qualified ProfessionalMicrosoft ExcelMulti-taskCommunication skillsAttention to detailSelf-motivatedTeam collaboration

Required

A Bachelor's Degree or an Associate's degree with relevant work experience

Minimum 2 years' experience in a professional work setting

Previous experience with data management, analysis, and reporting

Previous experience with financial planning software

Excellent working knowledge of Microsoft Excel

Strong attention to detail mindset with a focus on accuracy, initiative, and follow-through

Strong written and verbal communication skills to effectively work with clients and colleagues

Ability to quickly become proficient in various CRM and financial software programs

Strong Microsoft Office skills, with specific focus on Excel and Teams

Self-motivated drive and ability to work effectively both independently and as part of a team

Ability to learn new processes quickly, take initiative, and multi-task with minimal supervision

Ability to prioritize tasks and work in a deadline-driven environment

Preferred

Experience with eMoney is a plus

Willingness to earn the Financial Paraplanner Qualified Professional (FPQP) or similar designation

Benefits

A comprehensive benefits package that includes medical (2 plan options), dental, vision, core and buy-up life insurance, short and long-term disability coverage and company funded flexible spending accounts.

Generous paid time off program.

A best-in-class 401K plan with online planning and reporting tools.

Wellness program with additional time off rewards.

Easily accessible office with free parking for onsite days.