Paraplanner / Administrative Assistant

Paraplanner / Administrative Assistant

Detroit Lakes, MN
25-40 Hours per Week
Starting at $24/hour, depending on experience

We're looking for an organized, detail-oriented professional to support our financial planning practice. This role combines client service, office operations, and financial planning support, making it a great fit for someone who enjoys variety, takes pride in quality work, and likes being an important part of a small team.

What You'll Do

• Prepare for client meetings and follow-up activities
• Coordinate schedules and manage appointments
• Process account paperwork and client service requests
• Maintain client records and CRM systems
• Assist with gathering and organizing financial planning data
• Prepare reports, forms, and client correspondence
• Track outstanding items and help ensure work gets completed accurately and on time
• Support the day-to-day operations of the practice

What We're Looking For

• Strong organizational and communication skills
• Attention to detail and follow-through
• Ability to manage multiple priorities and deadlines
• Comfortable working directly with clients
• Proficiency with Microsoft Office and technology in general
• A professional, dependable, and self-motivated approach

Experience in financial services, banking, insurance, or an administrative role is helpful but not required. We're willing to train the right person.

Schedule & Compensation

• 25-40 hours per week
• Flexible schedule within core office hours
• Monday-Thursday: 8:00 AM-4:00 PM
• Friday: 8:00 AM-3:00 PM
• Starting pay of $24/hour, depending on experience
• Opportunity for increased responsibilities and full-time employment as the role develops

About the Opportunity

This position offers the chance to work closely with advisors and clients, learn the financial planning business from the inside, and play a meaningful role in helping people work toward their financial goals.

Pay: From $24.00 per hour

Expected hours: 25.0 – 40.0 per week

Benefits:

• Flexible schedule
• Retirement plan

Work Location: In person