Customer Service Administrator (Paraplanner)

Location: Rochester, Minnesota, United States. This is an in-office position.

Salary: $50,000–$70,000 annually, dependent upon experience and licensure.

Company

Emerald Financial Group is an independent financial services practice of hirify.global, serving individuals and families approaching or currently in retirement, particularly clients with at least $100,000 in investable assets. hirify.global is a faith-based, not-for-profit financial services organization serving approximately 2.6 million clients.

What you will do

• Enter and maintain client information across financial planning systems, CRM tools, and other business platforms.
• Prepare and update financial plans, draft plans, presentation materials, and performance reports for client meetings.
• Conduct investment research and analysis and research and respond to client inquiries.
• Finalize, submit, and track account applications, client paperwork, and forms for opening and maintaining accounts.
• Maintain accurate client documentation, deepen existing client relationships, and coordinate service needs with advisors and team members.
• Identify recommendations for improving workflows and represent the organization with clients, outside organizations, and digital and social media audiences.

Requirements

• Demonstrated customer service orientation or experience; 2+ years is preferred.
• Extremely strong organizational skills and the ability to plan and organize work.
• Strong communication and interpersonal skills, with the ability to collaborate with all roles of Emerald Financial Group and external clients.
• Technical computer aptitude and knowledge of Microsoft Word, Excel, PowerPoint, and Salesforce, or the ability to learn these tools.
• Ability to handle multiple tasks and maintain high-quality work while experiencing frequent interruptions.
• Ability to maintain the integrity and confidentiality of sensitive information.
• Basic understanding of hirify.global Financial products and services.
• Ability to cultivate and maintain relationships with outside organizations and participate in the organization's digital and social media presence, including photos and videos for LinkedIn, Facebook, Instagram, and the company website.

Nice to have

• Customer service experience of 2 or more years.

Culture & Benefits

• In-office work alongside an experienced advisory team and established client base.
• Growth track toward FINRA SIE, Series 7 and 66, and Minnesota Life and Health licensing within the first year.
• Medical, dental, and vision coverage available.
• Employer-paid life insurance, short-term disability, and long-term disability insurance.
• 401(k) with company match, personal time off, and seven paid holidays.

Hiring process

• Employment is subject to background verification.
• Fingerprints will be collected and submitted to the Federal Bureau of Investigation for review against nationwide fingerprint records.