Financial Paraplanner & Client Support Specialist - FORUM Credit Union

At FORUM Credit Union, we are dedicated to helping our members live their financial dreams. We are a community-focused organization known for our commitment to providing innovative, personal financial services. Our Private Client Group is expanding, and we are seeking a dedicated Financial Paraplanner / Client Support Specialist to join our team. This role is vital in ensuring that our members receive exceptional financial planning and investment support.

As a Financial Paraplanner / Client Support Specialist, you will play a crucial role in the client service operations of our Private Client Group. You will assist Financial Advisors in preparing for client meetings, develop and maintain financial plans, and support the overall marketing and operational strategies of the team.

What you will be doing:

• Client Meeting Preparation: Assist in preparing detailed financial plans, client reports, and other essential materials as directed by Financial Advisors.
• Investment Analysis: Develop expertise in investment analysis technology tools, review and analyze provided information, and train team members on best practices.
• Marketing and Event Coordination: Support and coordinate marketing strategies, including the creation of marketing materials, managing social media posts, and organizing client events and seminars.
• Client Service Management: Prepare confidential business forms, administer client account billing, maintain client records, and handle inbound calls and appointment scheduling.
• Stakeholder Interaction: Liaise with product vendors, asset custodians, and internal teams at FORUM Credit Union to address client needs and service-related inquiries.

You will thrive in this role if you:

• Embrace Accountability: you take ownership of your tasks and are committed to delivering results. You're not just looking for a job; you're looking to make a real impact.
• Pay Attention to Detail: you understand that the little things matter, especially when it comes to managing financial disputes. Your keen eye for detail ensures accuracy and thoroughness in every task.
• Are Service-Oriented: you put the needs of our members first, always looking for ways to exceed their expectations. You're not just solving financial issues; you're providing peace of mind.
• Have Strong Interpersonal Skills: you know that effective communication is key to building trust and maintaining positive relationships. Whether you're interacting with members or collaborating with teammates, you do so with respect and empathy.
• Can Manage Quality and Quantity of Work: you're able to handle a high volume of tasks without compromising on quality. You set high standards for yourself and constantly look for ways to improve.
• Are an Effective Communicator: you communicate ideas clearly and effectively across multiple channels, tailoring your message to suit different audiences.
• Be Professional: you uphold the highest standards of confidentiality, discretion, and integrity. you demonstrate dependability and a consistently positive attitude in all professional responsibilities.

What We're Looking For:

• A two year college degree or equivalent educational experience in business, finance, or a related field.

• One to three years of experience in a similar role, preferably within a financial services environment.

• Strong commitment to providing excellent customer service and maintaining high service orientation.

• Exceptional attention to detail and the ability to manage multiple tasks efficiently.

• Outstanding interpersonal skills with a proficiency in building relationships.

• Proven ability to communicate effectively across various platforms.

• High level of professionalism, confidentiality, and integrity.

Why Join FORUM Credit Union? 

• Be part of a supportive and innovative team that values your growth and success.
• Enjoy a competitive benefits package that includes health, dental, and vision insurance, retirement plans, and paid time off.
• Work in a community oriented environment that strives to make a positive impact on our members' lives.

Employee Perks:

• Competitive Pay
• Student Loan Reimbursement
• Tuition Assistance
• Wellness Programs
• Community Involvement and Paid Volunteer Time
• Professional Development/Award Winning Training Program
• 401K with Match
• Comprehensive Benefits Package
• Generous Paid Time Off

Please be aware that a criminal background screen will be conducted upon hire.

At FORUM Credit Union, we believe in fostering a diverse and inclusive workplace. We encourage applicants from all backgrounds to apply, especially those who are passionate about providing exceptional financial services.