Assistant takes responsibility for overseeing the administrative, operations and client services support to full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business
Assistant takes responsibility for overseeing the administrative, operations and client services support to full responsibility for the implementation of administrative processes and controls in the Financial Planning relevant client file checklist and lodgment rules. Administration relating to client transfer and new business