Service Advisor

Full-time Monday-Thursday 8am-4:30pm | Exempt/Salaried | Benefits Eligible

Reports to: Operations Director

Stonebridge is growing, and we’re excited to welcome a new Paraplanner (similar to what other firms call a Service Advisor) who not only brings experience to the role but also fits our strong, values-driven team culture. If you’re someone who loves enjoys supporting others, and thrives in a collaborative environment—this may be the perfect role for you! ✨

What You’ll Do

As our Paraplanner, you’ll play a key role in supporting our Advisors, Account Specialists, and Client Experience team. Your work will help ensure a smooth, consistent, and exceptional client experience. You will participate in the preparation and assist with follow-up action items from client meetings.

Your Responsibilities Include:

• Open, update, and maintain client accounts from start to finish following our new account checklists

• ✉️ Prepare, review, and distribute client letters and documents (digital & paper)

• Complete CRM tasks with accuracy and timeliness

• Maintain organized and accurate account records

• Develop and update workflows and documented systems

• Notify clients when checks are deposited

• Run the monthly billable report

• ️ Monitor DocuSign activity

• Support Advisors, Paraplanners, and the Client Experience Manager as needed

• Collaborate with the Operations Team on assigned tasks and projects

• ️ Jump in on additional projects as assigned

What You Bring

We’re looking for someone who has experience in a similar role and is ready to hit the ground running—while also being aligned with Stonebridge’s culture and values of collaboration, integrity, and client-centered service.

The Ideal Candidate Has:

• ⚡ High energy and strong interpersonal + communication skills

• Proficiency in Microsoft 365

• The ability to work independently and solve operational challenges creatively

• A client-centric mindset with a genuine desire to serve and support

• A team-first mentality rooted in respect, collaboration, and creativity

• Excellent organizational + time‑management skills; ability to juggle multiple tasks

• High ethical standards, professionalism, confidentiality, and honesty

Why Join Stonebridge?

Beyond the work itself, we care deeply about building a team that lives out our values—supportive, respectful, client-focused, and committed to excellence. We’re looking for someone who brings great experience and who will feel at home in our culture.