Financial Plan jobs in Bendigo, VIC

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ADMINISTRATIVE SUPPORT & RECEPTION- FINANCIAL PLANNING

Client engagement. Reception & Scheduling. Supporting advisers with the preparation of advice documents. Maintaining and updating CRM (AdviserLogic) and other systems. Processing, submitting and tracking applications. Liaising wit...

CompanyDkg Financial Group
AddressBendigo, VIC
CategoryAccounting & Finance
Salary$55,000 - $80,000 a year
Job typePart time
Date Posted 2 weeks ago See detail

Administrative Support & Reception- Financial Planning

Dkg Financial Group

Bendigo, VIC

$55,000 - $80,000 a year

Client engagement. Reception & Scheduling. Supporting advisers with the preparation of advice documents. Maintaining and updating CRM (AdviserLogic) and other systems. Processing, submitting and tracking applications. Liaising wit...