Edge Advisory Partners jobs
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ADMINISTRATION ASSISTANT
Answering phone calls and booking appointments for our clients and advisers. Liaising with product providers and external stakeholders. Booking travel arrangements for our advisers. Preparation of client files and implementing pa...
| Company | Edge Advisory Partners |
|---|---|
| Address | Merimbula, NSW |
| Category | Administrative |
| Job type | Full time |
| Date Posted | 3 weeks ago See detail |
Administration Assistant
Edge Advisory Partners
Merimbula, NSW
Answering phone calls and booking appointments for our clients and advisers. Liaising with product providers and external stakeholders. Booking travel arrangements for our advisers. Preparation of client files and implementing pa...
3 weeks ago seen See more...
Paraplanner
Edge Advisory Partners
Geelong, VIC
Assisting advisers in developing strategies to support clients in meeting their goals. Prepare Research, Statements of Advice (SoA) and Records of Advice (RoA) as required via XPLAN. A minimum 1 year experience in Financial Planni...
4 weeks ago seen See more...
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