and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience 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 of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and
and FICA legislation. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience 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 of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and
experience providing technical and administrative financial planning support to Advisers and senior management Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general not limited to: Technical and administrative financial planning support to Financial Advisers & Wealth Planners and senior management with any general office duties, from time to time. Respond to client inquiries absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and
experience providing technical and administrative financial planning support to Advisers and senior management Managers as part of new business. Excellent MS Office skills, especially excel. Pro-active in general not limited to: Technical and administrative financial planning support to Financial Advisers & Wealth Planners and senior management with any general office duties, from time to time. Respond to client inquiries absences due to holidays/illness, provide relief support to those roles, taking on additional tasks and
appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate
appointment. Maintain and develop client relationships. Support and contribute to company initiatives to communicate