layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Kestra Financial Independent Advisor Network
Spokane Valley, WA, US
Source: Kestra Financial Independent Advisor Network careers · View original posting
- Employment
- full time
Employer job description
From Kestra Financial Independent Advisor Network's posting. “We” and “our” refer to the employer.
We are seeking a versatile, organized, and highly capable professional to join our team as an Executive Assistant / Paraplanner. This hybrid role is ideal for an individual with moderate to advanced experience in a financial services, accounting, or law firm. The successful candidate will help manage daily operations while also providing high-level technical and administrative support to our financial advisors and clients.
Paraplanning and Analytical Support
· Financial Plan Preparation: Gather and analyze client data to prepare comprehensive financial plans and reports using financial planning software.
· Estate and Tax Planning Support: Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning.
· Documentation and Compliance: Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations.