Assist World

Assist World provides dedicated virtual assistant services, enabling businesses to streamline their operations and enhance productivity by matching clients with skilled virtual talent tailored to their specific needs.

IT Services

Information Technology

100 open positions

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Paraplanner / Client Relationship Manager

1 week, 5 days ago

South Africa, Philippines

Full-time

Senior

Account Manager

Customer and Technical Support

CRM

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Assist World

IT Services

View All Jobs 100

Description

Act as the primary point of contact for client service enquiries.
Build and maintain client relationships through phone, email, and virtual meetings.
Prepare and support financial plans using eMoney.
Assist with financial planning recommendations and implementation.
Manage client information and maintain accurate records in the CRM.
Work with client accounts on the Charles Schwab custodial platform.
Coordinate with the Financial Advisor to ensure high-quality client service.
Handle planning, administrative, and follow-up tasks independently.
Help streamline internal processes and free up advisor capacity for business growth.

Requirements

4+ years of experience in a Paraplanner, Financial Planning Assistant, or Client Relationship Manager role.
Previous experience supporting a financial advisory or wealth management business.
Experience using eMoney financial planning software.
Familiarity with the Charles Schwab custodial platform.
Experience working with CRM systems.
Excellent verbal and written English communication skills.
Strong organisational skills with exceptional attention to detail.
Ability to work independently and proactively manage workloads.
Comfortable speaking directly with clients via phone and video calls.
Experience within a US Registered Investment Advisor (RIA) or wealth management firm is desirable.
Knowledge of US financial planning processes and client service standards is desirable.
Familiarity with SEC/FINRA compliance requirements is desirable.
Willingness to complete pre-employment compliance checks, including background verification, criminal checks where applicable, fingerprinting, identity and right-to-work verification, NDAs, and any additional regulatory or licensing requirements.

Benefits

100% remote work.
$50 birthday bonus.
$200 testimonial bonus.
Opportunity to join a growing US-based wealth management firm.
Chance to work closely with a Financial Advisor in a client-facing role.
Potential to become an integral part of a growing advisory practice.

Interested in this position?

Apply directly on the company website

Apply Now

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