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 e be an analytical thinker with a passion for administration
Excellent communication and people skills
Must services to Financial Planner
General administration / Maintain CRM system, etc
Liaise with
customer service
Accurate and effective with administration tasks
Valid driver's license and
analysing information, and overseeing the administration of the financial planning practice, including financial planning recommendations Oversee the administration of a financial planning practice, including
analysing information, and overseeing the administration of the financial planning practice, including financial planning recommendations Oversee the administration of a financial planning practice, including
analysing information, and overseeing the administration of the financial planning practice, including financial planning recommendations Oversee the administration of a financial planning practice, including
analysing information, and overseeing the administration of the financial planning practice, including financial planning recommendations Oversee the administration of a financial planning practice, including
and effective sample management; Carry out administrative processing procedures for complaints, in consultation
and effective sample management; Carry out administrative processing procedures for complaints, in consultation
efficient and effective sample management Carry out administrative processing procedures for complaints, in consultation