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
is set out but not limited to General Financial Administration Good Record Keeping Compilations and preparation
leading independent financial services company is recruiting for a Insurance Administrator / PA to join their The 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
The monitoring of the financial planning recommendations; Oversee the administration of a financial planning