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Administrative Specialist/Financial Paraplanner

Company: Adaptation Financial---
Location: Tulsa
Posted on: January 15, 2022

Job Description:

Administrative Specialist/Financial Paraplanner

Regional RIA firm seeking experienced administrative specialist/paraplanner. The ideal candidate is one who is ready to launch or grow their career in financial management during an exciting time in the industry! Such an individual will desire working in a team-oriented independent RIA firm; will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience for developing a financial planning career. Candidates that fit into our firm and culture embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. We value our clients, and our clients value our services!

Position Highlights

This individual will work with experienced financial planners, providing financial planning and
investment advisory support. Key responsibilities include preparation of financial plans, portfolio
administration, investment research and analysis, and coordination of client service needs with team members.

Specific areas of focus include:

Communicates with clients and staff to provide assistance.
Teamwork the creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Arranges conference calls, coordinates meetings and assist in client events.
Preparing financial analyses and financial plans for clients.
Assisting with analysis, rebalancing, and administration of client investment portfolios.


Financial industry experience
Excellent written and verbal communication skills
Self-starter, productive, works well with a team and independently
Ability to identify, meet, and follow through with client needs and requirements with keen attention to detail
Excellent project management skills with ability to prioritize and track multiple tasks
Proficiency in Microsoft Office Suite
Knowledge of CRM, eMoney, and Morningstar a major plus


Competitive compensation and benefits

Keywords: Adaptation Financial---, Tulsa , Administrative Specialist/Financial Paraplanner, Accounting, Auditing , Tulsa, Oklahoma

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