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FINANCIAL PLANNING CLIENT SERVICES OFFICER

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

CompanyBob Reus & Co
AddressEngadine, NSW
CategoryAccounting & Finance
Job typeFull time
Date Posted 2 weeks ago See detail

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

Financial Planning Client Services Officer

Bob Reus & Co

Engadine, NSW

Liaise with clients. Ongoing communication with third party product providers. Process & upload documentation to third party product providers. Process & upload documentation to meet compliance requirements. Provide administrati...

Accountant

Bob Reus & Co

Engadine, NSW

Prepare Individual, Company, Trust & SMSF tax returns. Complete quarterly BAS's & activity statements. Preparation of financial statements. Deliver high quality guidance and advice to our clients. Maintain a detailed and technical...