Executive Assistant /Paraplanner for Financial Adviser Office - PacNorth
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane, WA ยท On-site
$250K/yr
... data centers, unified communications, and contact center solutions. Our unwavering commitment to ... Basic term life and AD&D insurance (fully paid for by the company) * Paid time off annually: 15 ...
Spokane, WA ยท On-site
$250K/yr
... data centers, unified communications, and contact center solutions. Our unwavering commitment to ... Basic term life and AD&D insurance (fully paid for by the company) * Paid time off annually: 15 ...
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท Hybrid
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Quick apply
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Spokane Valley, WA ยท On-site
Gather and analyze client data to prepare comprehensive financial plans and reports using financial ... insurance benefits are available
Liberty Lake, WA ยท On-site
This is an excellent opportunity for an analytical, data-driven individual to make an impact with a ... Prepares executive summaries of renewals, benefit plan performance, and recommendations to present ...
Liberty Lake, WA ยท On-site
This is an excellent opportunity for an analytical, data-driven individual to make an impact with a ... Prepares executive summaries of renewals, benefit plan performance, and recommendations to present ...
... data centers, and retrofit projects. We work with top manufacturers to meet performance and ... Creates competitive, high quality and timely estimates, bids, proposals, and cost/benefit analysis.
Quick apply
... data centers, and retrofit projects. We work with top manufacturers to meet performance and ... Creates competitive, high quality and timely estimates, bids, proposals, and cost/benefit analysis.
Team members work in a fast-paced environment that analyzes complex data related to financial ... insurance or surety solutions to customers. An AAE will analyze and evaluate risk to achieve ...
Team members work in a fast-paced environment that analyzes complex data related to financial ... insurance or surety solutions to customers. An AAE will analyze and evaluate risk to achieve ...
Spokane, WA ยท On-site
$75K - $85K/yr
Life insurance and disability benefits * 401(k) retirement plan * Paid time off and company ... Independently manage the full sales cycle, leveraging CRM tools to ensure data accuracy and ...
Spokane, WA ยท On-site
$75K - $85K/yr
Life insurance and disability benefits * 401(k) retirement plan * Paid time off and company ... Independently manage the full sales cycle, leveraging CRM tools to ensure data accuracy and ...
Spokane, WA ยท On-site
Life insurance and disability benefits * 401(k) retirement plan * Paid time off and company ... Independently manage the full sales cycle, leveraging CRM tools to ensure data accuracy and ...
Quick apply
Spokane, WA ยท On-site
Life insurance and disability benefits * 401(k) retirement plan * Paid time off and company ... Independently manage the full sales cycle, leveraging CRM tools to ensure data accuracy and ...
Post Falls, ID ยท On-site +1
$85K/yr
You'll be our go-to for routine executive-level reporting, analysis of shifting search behavior ... Collaborate with data engineers to refine and validate tracking mechanisms and ensure clean ...
Post Falls, ID ยท On-site +1
$85K/yr
You'll be our go-to for routine executive-level reporting, analysis of shifting search behavior ... Collaborate with data engineers to refine and validate tracking mechanisms and ensure clean ...
Data Analysis : Monitor and interpret performance data. * Communication : Maintain transparent ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
Data Analysis : Monitor and interpret performance data. * Communication : Maintain transparent ... Company-paid health insurance * Paid holidays, vacations, and sick time * 401K with employer match
... insurance or managed care experience focused on regulatory compliance, quality management, or ... Experience leveraging automation, data analytics, and technology to enhance compliance monitoring ...
... insurance or managed care experience focused on regulatory compliance, quality management, or ... Experience leveraging automation, data analytics, and technology to enhance compliance monitoring ...
Spokane Valley, WA ยท On-site
$50K/yr
Analytical mindset with the ability to manage margins, pricing, and account profitability. * High ... Medical insurance, prescription drug coverage, vision and dental benefits, as well as life and ...
Spokane Valley, WA ยท On-site
$50K/yr
Analytical mindset with the ability to manage margins, pricing, and account profitability. * High ... Medical insurance, prescription drug coverage, vision and dental benefits, as well as life and ...
$26.8K - $41.3K
11% of jobs
$41.3K - $55.7K
12% of jobs
$57.5K is the 25th percentile. Wages below this are outliers.
$55.7K - $70.2K
22% of jobs
The median wage is $78.3K / yr.
$70.2K - $84.7K
10% of jobs
$84.7K - $99.2K
9% of jobs
$99.2K - $113.7K
11% of jobs
$115.8K is the 75th percentile. Wages above this are outliers.
$113.7K - $128.1K
11% of jobs
$128.1K - $142.6K
4% of jobs
$142.6K - $157.1K
11% of jobs
$157.1K - $171.6K
0% of jobs
$171.6K - $186K
1% of jobs
$26.8K
$94.6K
$186K
| Aspect | Executive Insurance Data Analytics | Insurance Data Analyst |
|---|---|---|
| Required Credentials | Bachelor's or higher in Data Science, Statistics, or related field; experience in insurance analytics | Bachelor's in Data Science, Statistics, or related field; entry to mid-level experience |
| Work Environment | Strategic, leadership-focused, often in management teams | Operational, data-focused, often in analytics teams |
| Employer & Industry Usage | Insurance companies, consulting firms, risk management firms | Insurance companies, brokers, third-party analytics providers |
Executive Insurance Data Analytics roles focus on strategic decision-making and leadership in insurance data projects, while Insurance Data Analysts handle data collection, analysis, and reporting at operational levels. Both roles require similar educational backgrounds but differ in scope and responsibility.
The most popular types of Insurance Data Analytics jobs in Spokane, WA are:

Spokane Valley, WA โข Hybrid
Full-time
Medical, Retirement, PTO
Re-posted 8 hours ago
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 and analyze client data to prepare comprehensive financial plans and reports using financial planning software.
Estate and Tax Planning Support: Collaborate with advisors and external professionals (CPAs, attorneys) on integrated tax and estate planning.
Documentation and Compliance: Prepare suitability reports, client presentations, and ensure all client files and documentation are compliant with industry regulations.
Client Interaction: Serve as a key point of contact for clients for data gathering, information clarification, and general inquiries, ensuring a professional and caring experience.
Office Management and Administration
Office Operations: Oversee the day-to-day operations of the office and workflows to increase efficiency and track cases to completion.
Scheduling: Serve as the main point of contact for clients scheduling meetings.
Administrative Support: Handle core administrative tasks such as data entry into the CRM system, ensuring data is accurate and up-to-date, and processing client paperwork (e.g., account openings, money movements).
Requirements
Education: A degree or a professional designation in Finance, Accounting, Law, or Business Administration; or the current pursuit of a degree/designation is required.
Experience: Work experience in a financial services firm, public accounting office, or estate planning law firm is preferred.
Skills:
o Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines.
o Strong written and verbal communication skills.
o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
A high level of integrity and ability to maintain strict confidentiality.
Knowledge of industry regulations and compliance standards is extremely beneficial.
Licenses/Certifications: CFP, CPA, Attorney license/certification/experience is a significant asset.
Benefits
Competitive salary commensurate with experience
401(k) with company match
Flexible hours and paid time off and holidays
A flexible, supportive, and collaborative work environment
Financial assistance for professional accreditations and continuing education
No health insurance benefits are available