Paraplanner - Raymond James Financial Services
Current• Manage, organize, and maintain sensitive data—particularly with respect to client backgrounds, financial plans, investments, assets, liabilities, etc.—so as to ensure the seamless transaction of client meetings and effectively enrich branch-client relationships.• Administer financial support platforms (including Asset-Map, Income Lab, and Raymond James' Goal Planning & Monitoring system) so as to provide clients with an informed, accessible, and comprehensive understanding of their financial needs and circumstances.