Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy you'll enjoy it) You will support a small team of Financial Planners with daily administration which will platforms and clients. You will also aid the Financial Planners with processing new business and existing you'll be doing it You'll be joining a small financial planning brokerage, they are well-established
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy you'll enjoy it) You will support a small team of Financial Planners with daily administration which will platforms and clients. You will also aid the Financial Planners with processing new business and existing you'll be doing it You'll be joining a small financial planning brokerage, they are well-established
returns Report on the company's financial health and liquidity Audit financial transactions and documents analyzing account information Summarize current financial status by collecting information, preparing balance loss statement, and other reports Substantiate financial transactions by auditing documents Maintain accounting Reconcile financial discrepancies by collecting and analyzing account information Maintain financial security
Models. End to end project management function Financial Target Operating Model project SAP or Oracle experience environment 8 years project management experience Financial project experience essential Certified PM CA preferred
BENEFITS:
COMPANY BENEFITS:
engagement in line with targetsFinancial Management