Responsibilities and Requirements
involves providing comprehensive administrative support to a financial advisor with an investment focus />
Planner / Advisor Provide holistic administrative support to financial advisor. Manage advisor's diary (Client
Planner / Advisor Provide holistic administrative support to financial advisor. Manage advisor's diary (Client
The following qualifications, skills & experience apply:
become available for an experienced Administrator coming from the Financial services space. The successful
become available for an experienced Administrator coming from the Financial services space. The successful
taking initiative. Job Description: Administrative Support Financial Assistance Presentation Preparation
taking initiative. Job Description: Administrative Support Financial Assistance Presentation Preparation
mitigation plans. Financial Administration: Assist in budget tracking and financial reporting. Process project-related