of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
of experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
Are you the backbone and support to Financial Planners? Is this you? If you said yes and you know what it takes to empower a Financial Planner, you're committed to making any business thrive and you enjoy harnessing your administrative acumen to extend your consistent support, then you are what we a
built a solid foundation in terms of investment admin experience or investment client service and you're the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals at least 1-2 years' experience doing investment admin/processing or investment client service. Preference
built a solid foundation in terms of investment admin experience or investment client service and you're the COO who will give you exposure to the full admin and operations process. You'll be drafting proposals at least 1-2 years' experience doing investment admin/processing or investment client service. Preference
some technical admin experience and now you want to get stuck into the real technical admin that makes the
some technical admin experience and now you want to get stuck into the real technical admin that makes the
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial
in financial planning and move beyond the basic admin and support? Is this you? You've kick started your responsibility will be to prepare financial proposals and assist members. You will propose solutions and draft financial