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Compensation Plan Operations Paralegal
🏢 Rate
Salary not disclosed
Chicago, IL 3 days ago

Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000+ employees across 300+ offices and 12+ subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at .


Location: Hybrid 1x/week (Office location-3940 N. Ravenswood, Chicago, IL 60613)


Pay Range: $38.46/hr- $48.08/hr


Position Summary

The Compensation Plan Operations Paralegal will support the legal and business teams in the intake, preparation, routing, and execution of loan officer compensation plans and related addendums. This role focuses on workflow management, structured request validation, template-based drafting, and coordination across legal, compliance, and business stakeholders.

This position is designed to improve operational efficiency, reduce attorney workload on routine matters, and ensure consistency in compensation plan documentation.

The role will work within the company’s contract workflow platform (such as IntelAgree or similar systems).


Key Responsibilities:


Intake and Workflow Management

  • Review incoming compensation plan requests for completeness and policy alignment.
  • Enforce structured intake requirements.
  • Communicate with requesters to obtain missing or unclear information.
  • Route matters to appropriate legal or compliance reviewers.


Template-Based Drafting and Document Preparation

  • Prepare standard compensation plan documents and addendums using approved templates.
  • Insert variable business terms into controlled document sections.
  • Maintain consistency with company-approved language.
  • Ensure documentation follows internal governance standards.


Process Improvement

  • Identify recurring workflow bottlenecks.
  • Suggest improvements to intake forms and template structures.
  • Support reporting on turnaround time and workflow metrics.


Required Qualifications:


Education and Experience

  • Associate or Bachelor’s degree required.
  • 4+ years of experience in corporate legal, compliance, contract administration, or paralegal operations.


Core Skills

  • Strong attention to detail.
  • Ability to follow structured workflow procedures.
  • Comfortable using document management systems.
  • Professional written and verbal communication skills.
  • Ability to work in high-volume environments.
  • Proficiency in Microsoft Office (Outlook, Word, Excel)


Preferred Qualifications (Highly Valuable)

  • Experience with contract lifecycle management systems.
  • Exposure to financial services, mortgage, or compensation structures.
  • Familiarity with workflow automation concepts.
  • Basic understanding of regulatory or compliance review processes.
  • Data organization or reporting experience.


Work Style Characteristics (Important for Success)

The ideal candidate should be:

  • Process-oriented
  • Comfortable with repetitive high-accuracy work.
  • Able to enforce intake standards politely but firmly.
  • Interested in operational efficiency.


What Success Looks Like in This Role

  • Reduced attorney time spent on routine drafting.
  • Faster compensation plan cycle times.
  • Improved request completeness at intake.
  • Reliable document execution tracking.


Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.


The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources).


Applications are being accepted on an ongoing basis.

Not Specified
Tax and Estate Planning Transactional Attorney | Upto $200k base
Salary not disclosed
San Jose, CA 3 days ago

Our client is seeking a sophisticated Tax & Estate Planning Attorney to join our highly respected Silicon Valley practice. We represent high-net-worth individuals, business owners, and multi-generational families in complex estate and tax matters. This is an opportunity to work on sophisticated planning strategies in a collaborative, growth-oriented environment.


What You’ll Do:

  • Design and implement advanced estate plans (revocable/irrevocable trusts, GRATs, SLATs, ILITs, etc.)
  • Advise clients on federal and California tax planning strategies
  • Handle wealth transfer planning, business succession planning, and asset protection
  • Draft estate planning documents and oversee trust administration matters


What We’re Looking For:

  • 4+ years of experience in tax and estate planning
  • Strong knowledge of federal estate and income tax laws
  • California Bar admission


Why Join Us?

  • Established, reputable firm with strong community presence
  • High-level, sophisticated clientele
  • Collaborative team culture


If you’re looking to elevate your estate planning practice with a firm that values expertise, long-term relationships, and professional growth, we’d love to connect.


Salary and Other Compensation:

The annual salary for this position is between $160,000 – $200,000 annually. Factors which may affect pay within this range include geography/market, skills, education, experience, and other qualifications of the successful candidate.


If you are interested in this position and want to know more about it, you can schedule a call with me through my Calendly link:

Not Specified
Estate Planning & Transactional Paralegal
Salary not disclosed
Missoula, MT 3 days ago

Company Description

Worden Thane P.C. has served the Missoula community for over 100 years, offering high-quality, affordable legal services to both individuals and businesses. A member of Meritas, a global affiliation of law firms, Worden Thane P.C. leverages this network to provide exceptional client support beyond its local region. With a cost-conscious and client-focused approach, the firm is dedicated to achieving practical and effective results for its clients.


In order to best serve our clients, we are seeking an experienced and highly motivated full-time paralegal to support our fast-paced Estate Planning and Transactional Department. The ideal candidate should have a minimum of five years of experience in estate planning, trust administration, probate, and guardianship matters. We are looking for a professional who thrives in a collaborative environment, values teamwork, and delivers exceptional client service.


Key Responsibilities:

A successful candidate will demonstrate proficiency in:

  • Drafting comprehensive estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives (living wills), and related ancillary documents;
  • Preparing pleadings and filings for trust, probate, and guardianship proceedings, including petitions, motions, inventories, accountings, and notices;
  • Communicating effectively with clients, beneficiaries, third parties, and courts to gather, organize, and distribute information;
  • Maintaining organized client files and proactively managing deadlines;
  • Collaborating with attorneys, legal assistants, interns, and clients to ensure efficient case management;
  • Accurately tracking billable and administrative time.


Qualifications:

The ideal candidate will be detail-oriented, organized, and self-motivated, with a strong commitment to producing high-quality work.

Qualifications include:

  • At least five years of relevant experience in estate planning, trust administration, probate, and guardianships;
  • Familiarity with Montana probate and guardianship rules and procedures;
  • Experience drafting and filing pleadings in Montana courts;
  • Ability to work both independently and collaboratively while managing multiple priorities and deadlines;
  • Strong writing, proofreading, research, and verbal communication skills.


Technical Skills:

  • Proficiency in Microsoft Office Suite
  • Experience with Adobe software
  • Familiarity with document management and electronic filing systems preferred


Worden Thane P.C. offers the opportunity to work in a professional, team-oriented environment dedicated to providing excellent legal services to our clients. Upon hire, the candidate will have a competitive compensation and benefits package.

Not Specified
Senior Estate Planning Attorney
Salary not disclosed
San Francisco, CA 3 days ago

Delagnes, Linder & Duey, LLP specializes in estate planning, taxation and business transactions. The firm is located in San Francisco’s Financial District.


We are seeking an experienced Attorney for our Estates and Trusts practice group.

Preferred applicant should have between 5-10 years of substantial experience in the areas of probate, trust administration and estate and income tax planning including working with high-net worth individuals and families in designing and drafting sophisticated estate and lifetime gifting plans. Responsibilities include: representing trustees, executors, heirs and beneficiaries and managing probate and trust administrations, counseling clients as to most suitable estate plans or gifting strategies for their individual situations and drafting necessary documents to implement such plans.


KEY SKILLS & EXPERIENCE


  • Advise high-net-worth clients on comprehensive estate, gift, and GST tax planning strategies
  • Draft complex estate planning documents independently
  • Manage large-scale client projects, ensuring effective communication and timely completion
  • Collaborate closely with clients and their outside advisors on wealth planning solutions
  • Conduct legal research and stay informed on changing tax laws relevant to estate planning
  • Can independently run a post-mortem trust administration, expertly advising fiduciaries to keep them ahead of milestones, avoiding pitfalls and surprises, and efficiently shepherding distribution to assets to beneficiaries
  • Has a minimum of 5 years handling estate planning and trust administration for taxable estates
  • Possesses solid gift, estate and generation-skipping transfer (GST) tax skills, is able to engage with ultra-high net worth clients to design and implement complex estate freeze and charitable planning with technical precision and prepare and review estate and gift tax returns
  • Has proven ability to stay on top of a busy practice – including time recording, proactive deadline and matter management, and taking ownership of assigned projects – and doesn’t require supervision in these areas
  • Is energized by participating on a dynamic team and demonstrates a genuine interest in contributing to the team’s success as a whole, including through mentorship of junior team members and development and refinement of team processes
  • Inspires the confidence of clients, intermediaries and referral sources (internal and external) who trust that they are in good hands
  • Takes a practical approach to solving client problems, and is nimble in employing tools to implement these solutions
  • Never stops learning and seeking to develop skills, knowledge and understanding to better serve clients
  • Is highly resourceful, composed and empathetic
  • Juris Doctor (JD) from an accredited law school
  • Admitted to and in good standing with the California Bar
  • L.L.M. in Taxation, desired


Interested candidates should submit a cover letter and resume.

Not Specified
Trusts and Estate Planning Partner
Salary not disclosed
Dallas, TX 3 days ago

Are you a seasoned trusts and estates attorney ready to take your practice to the next level? Our client’s Dallas office is seeking a Trusts and Estate Planning Partner who is passionate about delivering thoughtful, customised planning strategies to high-net-worth individuals and closely held businesses. The firm takes a truly collaborative approach—working closely with clients and their advisors to ensure every estate, tax, and succession plan reflects their unique goals and values.


Responsibilities:


  • Serve as a trusted advisor to clients in estate, income tax, retirement, charitable giving, and business succession planning.
  • Collaborate with clients’ financial advisors, accountants, and other professionals to develop holistic and tailored wealth planning strategies.
  • Advise closely held and family-owned businesses on tax-efficient operational structures, entity formation, ownership transitions, sales, and liquidation.
  • Maintain and expand client relationships through proactive engagement and thought leadership.
  • Stay current with evolving tax legislation and estate planning trends to provide cutting-edge counsel.


Qualifications:


  • JD from an accredited law school and active membership in the Texas Bar (or eligibility to waive in).
  • Extensive experience in trusts and estates law, including tax and wealth planning for high-net-worth individuals and families.
  • Proven expertise in business succession planning, charitable giving strategies, and entity structuring.
  • Strong interpersonal and communication skills with a demonstrated ability to build client confidence and long-term partnerships.
  • Leadership experience and a commitment to collaborative client service.


Benefits:


  • Competitive compensation package with performance-based incentives.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan with firm contributions.
  • A collaborative, collegial environment with a strong team culture.
  • Resources and support for business development and practice growth.
  • A respected platform for delivering exceptional legal services in estate and wealth planning.


How to Apply:

Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal ( ) or you can hit apply now.

Not Specified
Estate Planning & Probate Paralegal
Salary not disclosed
Vero Beach, FL 2 days ago

Job Overview

Are you a driven and meticulous paralegal with a passion for Estate Planning? Do you thrive in a collaborative, client-focused environment where attention to detail and exceptional organizational skills are highly valued? If so, we invite you to join our legal team as a Paralegal specializing in Estate Planning, Probate, and Trust matters.

In this role, you'll play a vital part in providing comprehensive legal services to our clients. From supporting attorneys in client meetings to drafting intricate estate planning documents, you’ll contribute to creating meaningful solutions for individuals and families. Your ability to manage legal documentation, deadlines, and client relationships will be essential to ensuring smooth and efficient case progress.

Responsibilities

  • Collaborate with attorneys to prepare for client meetings by organizing case files and key documents.
  • Draft, review, and refine estate planning documents, trust accountings, and legal correspondence..
  • Transcribe legal documents and maintain accurate case records.
  • Communicate with clients and professional partners, gathering information and providing updates with tact and confidentiality.
  • Cultivate strong, professional relationships with clients and external offices.
  • Assist with general probate, guardianship, and trust-related tasks as needed, ensuring deadlines are met efficiently.
  • Support your team members on collaborative projects to maintain a positive, productive work environment.

Skills

  • Minimum of 1 years experience as a paralegal with a focus on Estate Planning, Probate, or Trust Administration.
  • Exceptional drafting and organizational skills with an eye for detail.
  • Proficiency in Microsoft Word, Excel, PowerPoint, and document compilation tools like Adobe.
  • Expertise in working with Document Management Systems and legal software, such as Clio.
  • Excellent verbal and written communication abilities to engage effectively with clients and colleagues.
  • The ability to analyze trusts and prepare professional trust accountings confidently.
  • Strong project management skills to handle multiple cases simultaneously while meeting deadlines.
  • Ability to work independently and maintain confidentiality while using judgment and tact.
  • A team player with a commitment to delivering excellence in legal support.

At our firm, you’ll have the opportunity to grow professionally in a supportive and collaborative environment. We value our team members’ contributions and offer opportunities for advancement, along with a range of benefits. Here, your work will have a lasting impact as you help clients navigate critical decisions and protect their legacies.

Job Type: Full-time

Expected hours: 37.5 per week

Pay: $20/hour

Benefits:

  • 401(k)
  • Disability insurance
  • Life insurance
  • Paid time off

Schedule:

  • Monday to Friday
  • No nights
  • No weekends

Work Location: In person

Not Specified
Estate Planning & Probate Associate — High-Net-Worth Focus | Frisco (Onsite) | Bonus + Partner Track
✦ New
Salary not disclosed
Dallas, TX 1 hour ago

Estate Planning & Probate / Trusts & Estates Associate — High-Net-Worth Focus | Frisco (Onsite) | Bonus + Partner Track - Dallas



Highlights:

  • Join a specialist trusts & estates practice with a strong high-net-worth / tax-planning focus (advanced strategies + real client complexity).
  • Work alongside Board Certified estate planning & probate attorneys (TBLS) — strong signal for training, quality, and credibility.
  • Exposure to sophisticated planning tools (e.g., FLPs, GRATs, QPRTs, dynasty trusts, ILITs, charitable trusts, SLATs, IDGTs), plus tax return work (706/709/GST) at varied complexity.
  • Balanced practice: planning + probate/administration, so you’re not stuck doing one thing all day.
  • Growing, busy practice (client demand is strong), with room to build a book and progress.


Role

  • Draft and implement estate plans: wills, trusts, POAs, and related planning documents
  • Support (and grow into) gift/estate tax planning and wealth transfer strategies
  • Handle probate matters / trust administration as part of a well-rounded T&E practice
  • Be client-facing: communicate clearly, manage expectations, and build long-term relationships
  • Work largely independently (with support/mentorship), delivering high-quality, deadline-driven work


Compensation

  • Base starting at $95,000+ (flexible depending on experience/skill set)
  • Performance-based bonus tied to business development


Benefits

  • 401(k)
  • Medical / Dental / Vision
  • CLE support + professional development



Other points of interest

  • Onsite role in Frisco (suburban, family-friendly area; slower pace than downtown)
  • Partner-track potential for the right person
  • Client service philosophy emphasizes making complex issues clear and approachable.


Requirements

  • Texas Bar (active, in good standing)
  • 2+ years in estate planning and/or probate
  • Strong knowledge of gift & estate tax law + excellent drafting skills
  • Comfortable onsite (Dallas)


Nice-to-haves

  • High-net-worth experience / complex tax planning
  • Probate litigation or deeper trust administration exposure
  • Dual bar (e.g., Florida) a plus


Call to action


For a confidential, no-obligation discussion, email your resume to or DM/apply directly here on LinkedIn. All inquiries kept strictly confidential.

Not Specified
Production Planning Supervisor
🏢 Safran
Salary not disclosed
Garden Grove, CA 4 days ago

Here, we craft excellence together. Your mission? Making the journey the most enjoyable part of the trip.


Join our first-class team to reinvent in-flight experience. In the role of Planning Supervisor, you'll play a pivotal part on our production team.


The Aftermarket Planning Supervisor will lead and manage a team of spares planners within the aftermarket division of a global aerospace manufacturing company. This role is dedicated to ensuring operational excellence in aftermarket planning, scheduling, and inventory management. With a strong focus on aerospace spares support, the Supervisor will oversee queue management, KPI performance, and daily planning execution to meet customer requirements. The position plays a key role in ensuring the accuracy of data in the business system, which directly impacts company-wide financial reporting and aftermarket customer satisfaction.


• Lead, mentor, and supervise a team of spares planners in the aerospace aftermarket division, ensuring high performance, accountability, and alignment with organizational goals.

• Implement and maintain world-class strategies for aftermarket planning, scheduling, inventory, and customer satisfaction, while driving continuous improvement across all functions.

• Oversee all aftermarket planning activities, including workload balance, prioritization, and queue management for PPO, initial commitment dates and recovery dates, ensuring accuracy, timeliness, and ownership of all lines.

• Drive daily execution of key aftermarket KPIs including PPO release adherence, initial commitment dates and recovery date creation, and PMO release compliance. Monitor individual performance, flex resources to balance changing workloads, and lead cross-functional efforts to resolve the highest aging lines.

• Act as the first line of escalation for planning and operational issues, providing rapid problem-solving support to both the team and internal stakeholders.

• Maintain and update weekly KPI charts for Tuesday management reports, providing analysis and insights while the Manager presents. Transition ownership of additional metrics (supply cancellations, pull-ins, pushouts, NCR, etc.) from Manager to Supervisor over time.

• Develop and monitor aftermarket production plans, budgets, and schedules in line with aerospace requirements and plant capacity. Proactively identify risks or delays and implement corrective actions to protect customer commitments.

But what else? (advantages, specificities, etc.)

• Ensure planners execute essential functions including BOM analysis, material planning, timely requisition delivery to purchasing, work order release and management, revision control, ERP data accuracy, and on-time fulfillment of aftermarket customer requirements.

• Oversee inventory levels to meet company and aftermarket customer goals, ensuring alignment with financial targets and operational needs.

• Foster premier customer service for airlines, MROs, and other aerospace aftermarket clients by ensuring planning execution supports client expectations.

• Conduct risk assessment and mitigation activities specific to aftermarket supply chain challenges.

• Provide leadership through training, mentoring, and talent development, driving a culture of accountability, collaboration, and professional growth within the spares planning team.

• Execute strong working knowledge of MRP/ERP systems and other applicable planning tools, leveraging aerospace expertise to optimize performance.

• Collaborate with supply chain, operations, engineering, and quality teams to ensure aftermarket planning alignment with aerospace manufacturing standards and long-term business objectives.

• Other duties as assigned by the management team.


Candidate skills & requirements

Education: BS/BA degree required from an accredited university

Experience: Minimum of 7+ years of progressive planning, scheduling and inventory management experience in aerospace, automotive or mechanical manufacturing environment with the ability to lead and influence others, with 2+ years of the 7 years in a planning leadership position

Computer Skills:

• Experience working with MRP/ERP systems

• Proficiency with MS Office Skills (Excel, Word, PowerPoint, Outlook)

Other Skills:

• Broad knowledge of the field with proven management skills.

• Effective oral and written communications skills

• Demonstrated ability to handle multiple projects and assignments with attention to detail

• Problem solving, well organized, detailed oriented and accurate.

• Strong written and verbal business communications abilities must be comfortable delivering information to all levels of the organization including senior leadership.

• Working knowledge of business finance skills and abilities.


Additional Preferred Skills: (not required)

• BS/BA in supply chain, business management, or operations from an accredited university

• APICS CPIM and/or ISM certifications

• Experience in AS/ISO standards quality management experience.

• Problem-solving skills (Six Sigma Green Belt, etc.)

• Aftermarket or Spares Business experience


Description: Entry-level management position within field.

Not Specified
Service Planning Coordinator - North America
Salary not disclosed
Davenport, IA 3 days ago
Applicants must already be authorized to work in the United States and be based in, or open to relocating to, the Davenport area. 
Applicants must hold a valid passport.
Company Environment
Our client is an international manufacturer of automated industrial equipment used in high-demand production environments
This position plays a central role in supporting and stabilizing service operations.
Role Overview The Customer Support & Service Coordination Specialist is the main contact point for North American customers regarding after-sales matters.
This is an office-based role focused on coordination, communication, and planning, covering:
  • Spare parts requests and follow-up
  • Planning and coordination of field service activities
  • First-level customer interaction
  • Daily coordination between service teams, sales, and internal operations
The role requires strong organizational skills, reactivity, and a solid understanding of industrial customer service expectations.
Key Responsibilities
  • Serve as the first contact for customers (email & phone) regarding:
    • Spare parts needs
    • Service interventions
    • Coordination of technical support requests
  • Support the scheduling and planning of field service technicians:
    • Organizing interventions
    • Managing priorities and urgent cases
    • Aligning customer needs with technician availability
  • Act as a daily interface between:
    • Field service teams
    • Spare parts logistics
    • Sales and internal teams
    • Industrial customers
  • Ensure timely follow-up and clear communication on all open requests
  • Contribute to the continuous improvement of service coordination processes
Profile Sough
A strong engineering background is not required for this role.
However, the ideal candidate will bring:
  • Experience in customer service within an industrial or manufacturing setting
  • Familiarity with:
    • Spare parts coordination
    • Service planning or scheduling
    • Supporting field service teams
  • Experience interacting with B2B industrial clients
  • Strong organisational and prioritisation abilities
  • Comfort handling multiple requests in parallel
  • Clear, professional communication skills (written and verbal)
  • An understanding of service responsiveness in machine-based environments
Important Note
This role is not suited to a purely administrative profile with no exposure to industrial realities.
We are looking for someone who understands:
  • How industrial service organisations function
  • The impact of equipment downtime on customers
  • The importance of follow-up, structure, and accountability in after-sales service
Not Specified
Administrative - Retirement Plans Account Specialist
Salary not disclosed
Canonsburg, PA 3 days ago

Retirement Plans Account Specialist

 

Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.


We are seeking an organized, detail-oriented professional with strong communication skills to serve as a Retirement Plans Account Specialist in our South Hills office in McMurray, PA. This position plays a key role in supporting the delivery of retirement plan advisory services through coordination of administrative processes, client servicing, reporting preparation, plan conversions, and documentation oversight. The individual will collaborate with internal teams and external partners to help ensure a consistent, high-quality client experience and efficient department operations. This positions offers a hybrid work schedule with work from home opportunity.


Key Responsibilities

Responsibilities include, but are not limited to:

  • Provide timely administrative and operational support to retirement plan clients and advisory team members
  • Respond to client inquiries and assist in resolving questions or issues related to accounts
  • Maintain consistent communication with clients, prospects, and external partners
  • Document interactions, workflows, and activity in the firm CRM (Salesforce)
  • Support preparation and distribution of quarterly investment review reports
  • Coordinate with third-party administrators, recordkeepers, and investment partners to obtain service information, platform updates, and pricing information
  • Prepare and update participant communication and education materials and presentations
  • Review paperwork for completeness and accuracy; guide clients on documentation requirements
  • Facilitate plan conversions, transfers, and account onboarding activities
  • Coordinate recordkeeper transitions to ensure a smooth and efficient client experience
  • Maintain electronic records and client files in accordance with firm standards
  • Participate in client and prospective client meetings as needed
  • Conduct participant education sessions when appropriate
  • Collaborate effectively with internal team members and take ownership of assigned outcomes
  • Represent the firm through participation in client and networking events
  • Perform additional duties as assigned by management

 

To be considered for this position, you should possess the following qualifications:


  • Associate or bachelor’s degree (Business or related field preferred)
  • 2+ years of experience in financial services (retirement plans, advisory, or banking preferred)
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Experience with CRM platforms (Salesforce preferred)
  • Familiarity with retirement plan tools (RPAG preferred)
  • Strong organizational and time-management skills
  • Professional communication and client service orientation
  • Attention to detail and accuracy in documentation and reporting
  • Ability to manage multiple priorities in a collaborative team environment


We offer an excellent benefit package, including medical, dental, vision, life, 401k/profit sharing and an Employee Stock Ownership Plan!


Fragasso Financial Advisors has previously received “Best Places to Work” awards by organizations such as the Pittsburgh Business Times and Investment News.1


Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT

Investment advice offered through Fragasso Financial Advisors, a registered investment advisor.


1 The results of Best Places to Work are based on an online survey of employees, which were conducted in 2025 and in previous years. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.

 

Not Specified
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