Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth

Spokane Valleyonsite

Posted 4mo ago · via Workable

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About this role

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.…

Read the full description on Kestra Financial Independent Advisor's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

We compare your skills against the role requirements.

Level fit

We check your title trajectory against the seniority signal of the role.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Spokane Valley. We weight your proximity and willingness to relocate.

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Free · no card · written explanation included

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