Liz Medwin Recruitment jobs
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CLIENT SERVICES OFFICER
Preparation of all documentation for SOA and ROA meetings. Provide administrative support to the Financial Planners in regard to client needs. Complete preparation for implementation of advice. Check funds invested as per SOA and...
| Company | Liz Medwin Recruitment |
|---|---|
| Address | Melbourne, VIC |
| Category | Accounting & Finance |
| Salary | $70,000 - $75,000 a year |
| Job type | Full time |
| Date Posted | 2 weeks ago See detail |
Client Services Officer
Liz Medwin Recruitment
Melbourne, VIC
$70,000 - $75,000 a year
Preparation of all documentation for SOA and ROA meetings. Provide administrative support to the Financial Planners in regard to client needs. Complete preparation for implementation of advice. Check funds invested as per SOA and...
2 weeks ago seen See more...
Associate Advisor
Liz Medwin Recruitment
Albury, NSW
$65,000 - $75,000 a year
Are you currently studying or a graduate looking to start your PY!. Are you currently working in a Paraplanner or Client Service role looking to commence your PY?. Liaise with clients in regard to meetings and documentation. Assis...
a month ago seen See more...
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