Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Kestra Financial Independent Advisor · Spokane Valley, WA, US
- Posted
- 132 days ago
- Last confirmed live
- Today
From the employer’s posting
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…
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