Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison
Main Responsibilities
Qualification and Experience
Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison Alfred, Bathurst area). Main Responsibilities Provide support to Wealth Advisors for acquisition, retention retention and maintenance of client relationships. Provide support in inter-departmental relationships. Coordinate administrative activities between the Product Providers. Compile research, request quotes and fact sheets discussed at interview stage. Qualification and Experience Relevant Diploma / Certificate. 3 to 7 years
Key role to support Wealth / Financial Advisors. Provide efficient administration support for client liaison Alfred, Bathurst area). Main Responsibilities Provide support to Wealth Advisors for acquisition, retention retention and maintenance of client relationships. Provide support in inter-departmental relationships. Coordinate administrative activities between the Product Providers. Compile research, request quotes and fact sheets discussed at interview stage. Qualification and Experience Relevant Diploma / Certificate. 3 to 7 years
of 3 previous years experience in similar role