Para Planner- up to 85K +bonus!


Respected financial firm has an opening for an Administrative Professional to provide high-level support to the CEO and CIO. Also, the candidate in this position will provide planning support to the CEO. This position requires a proactive candidate who is unflappable under pressure and who excels at organizing and multi-tasking in a deadline-driven environment.

Responsibilities for the Para Planner

• Produce correspondence, reports, memos, proposals, and spreadsheets
• Prepare meeting materials
• Oversee calendar management
• Arrange all travel
• Prepare expense reports
• Assist with occasional event planning
• Handle/redirect executive office matters in CEO & CIO’s absence
• Support planning of all activities in CEO’s office

Requirements for the Para Planner

• Bachelor’s degree
• Minimum 5 years’ wealth management experience
• Proficiency in MS Outlook, Word, Excel, and PowerPoint

Compensation for the Para Planner

• Annual salary up to $85,000 plus bonus

Reference code: K13971A


Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.