a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are years experience in Office Administration or Financial Services Administration in a Financial Service environment be an analytical thinker with a passion for administration Excellent communication and people skills Must support services to Financial Planner General administration / Maintain CRM system, etc Liaise with suppliers
a Personal Assistant to Financial Planner / Administrative Assistant with 5 years experience. The purpose purpose of the role is to provide comprehensive administrative support to the Financial Advisors. They are years experience in Office Administration or Financial Services Administration in a Financial Service environment be an analytical thinker with a passion for administration Excellent communication and people skills Must support services to Financial Planner General administration / Maintain CRM system, etc Liaise with suppliers