client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience experience in Office Administration or Financial Services Administration in a Financial Service environment
Excellent
Provide support services to Financial Planner
General administration / Maintain CRM system, etc
Liaise
client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience experience in Office Administration or Financial Services Administration in a Financial Service environment Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc Liaise
Assistant / Personal Assistant to Financial Planner / Administrative Assistant with 5+ years experience Assistant or Office Administration or Financial Services Administration in a Financial Service environment
Excellent
Provide support services to Financial Planner
General administration / Maintain CRM system, etc
Liaise
client seeks a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience experience in Office Administration or Financial Services Administration in a Financial Service environment Duties: Provide support services to Financial Planner General administration / Maintain CRM system, etc Liaise
sales driven person
Knowledge of financial and administrative management / systems
Good people
monitoring of the financial planning recommendations
Oversee the administration of a financial planning
The monitoring of the financial planning recommendations Oversee the administration of a financial planning