Financial Adviser jobs in Parramatta, NSW

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FINANCIAL ADVISER ADMINISTRATION OFFICER

Booking in appointments for the advisers' clients. Completing Fee Disclosure Statements & Fee Consent for clients. Preparing review documents for client meetings. Data entry onto our Adviser Logic CRM system, updating client files...

CompanyOracle Advisory Group
AddressParramatta, NSW
CategoryAdministrative
Job typeFull time
Date Posted 4 weeks ago See detail

Financial Adviser Administration Officer

Oracle Advisory Group

Parramatta, NSW

Booking in appointments for the advisers' clients. Completing Fee Disclosure Statements & Fee Consent for clients. Preparing review documents for client meetings. Data entry onto our Adviser Logic CRM system, updating client files...