About the job Paraplanner (remote)
In this role you become the expert on the financial lives of 100-250 professionals so that you can support the financial advisor in helping them across all the financial services they need. You will learn to be great at the tools, processes and knowledge so you can work quickly and be a great support to the advisor.
This role is great for anyone who has worked in financial services, insurance, wealth management, banking, customer service, bookkeeping, accounting, or client management. You do not need a license or any specific training. You do need a demonstrated passion for at least one aspect of financial services. If you do have a license, that helps.
In this role, you maintain the client files for 100-250 physicians so that when they have questions or requests for services, you are available to prepare all the necessary information for the advisor. Your do not interact directly with clients except for administrative stuff, usually via email.
You work with a team that includes administrative assistants to help with routine work and developers to help continually refine your tools. And of course you meet with the advisor many times per week to stay aligned and informed.
Hippocratic Family Offices is a small fully remote team providing comprehensive financial services to physicians in the USA. We are a technology-forward team using best practices. We believe in doing well by doing good.
- 2+ years of experience serving clients or customer online
- A passion for learning about financial services
- Attention to detail
- Good critical thinking skills
- Reliable and self-managing in a remote environment
- Good written English
- Available to work regularly until 6PM Pacific Time on weekdays.