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...
Company | Oracle Advisory Group |
---|---|
Address | Parramatta, NSW |
Category | Administrative |
Job type | Full 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...
4 weeks ago seen See more...