Financial Plan Assistant jobs in Ballarat, VIC
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FINANCIAL PLANNING ASSISTANT
Contacting insurance companies and fund managers to gather information about clients existing products. Requesting, collating and reviewing information from existing and new clients. Maintaining CRM to ensure our database is accur...
| Company | Integrate Recruitment |
|---|---|
| Address | Ballarat, VIC |
| Category | Accounting & Finance |
| Salary | $65,000 - $95,000 a year |
| Job type | Full time |
| Date Posted | 2 months ago See detail |
Financial Planning Assistant
Integrate Recruitment
Ballarat, VIC
$65,000 - $95,000 a year
Contacting insurance companies and fund managers to gather information about clients existing products. Requesting, collating and reviewing information from existing and new clients. Maintaining CRM to ensure our database is accur...
2 months ago seen See more...
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