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CLIENT SERVICES OFFICER/ASSOCIATE PARA-PLANNER

Administrative and office support. Help in preparing Statements of Advice/Records of Advice within our compliance framework. Execute transactions and monitor client portfolios. Prepare life insurance applications. Undertaken finan...

CompanyPortum Private Wealth Pty Limited
AddressSydney, NSW
CategoryAccounting & Finance
Date Posted 4 weeks ago See detail

Client Services Officer/Associate Para-Planner

Portum Private Wealth Pty Limited

Sydney, NSW

Administrative and office support. Help in preparing Statements of Advice/Records of Advice within our compliance framework. Execute transactions and monitor client portfolios. Prepare life insurance applications. Undertaken finan...

4 weeks ago seen See more...

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