professional with a passion for service excellence? A leading financial services company is on the lookout
lookout for a talented Servicing Specialist to join their team!
Responsibilities:
The "Financial Planning Assistant" supports the Financial Planner in providing the required
required levels of client services to our clients. The Assistant is part of a regional team and is encouraged
encouraged to collaborate with other Assistants in their office as well as with team members in the Region.
The Assistant takes responsibility for overseeing the administrative, operations and client
client services support to the Financial Planner and is the liaison person between the practice and the
live issues and resolve where necessary
good working relationship with all the externals service providers.
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