Part-time Financial Plan Assistant jobs in Coolangatta, QLD
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FINANCIAL PLANNING ASSISTANT - PART TIME
Must have 2 yrs + working in a Financial Planning firm in a similar role. Must have experience with super and insurance implementation. Would suit a paraplanner. Must have very strong Microsoft Excel skills. Must be fast paced and...
| Company | Retire Me Young |
|---|---|
| Address | Coolangatta, QLD |
| Category | Accounting & Finance |
| Job type | Part time |
| Date Posted | 2 months ago See detail |
Financial Planning Assistant - Part Time
Retire Me Young
Coolangatta, QLD
Must have 2 yrs + working in a Financial Planning firm in a similar role. Must have experience with super and insurance implementation. Would suit a paraplanner. Must have very strong Microsoft Excel skills. Must be fast paced and...
2 months ago seen See more...
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Part-Time Financial Planning Assistant (Work from Home, 20hrs per week)
Trl Financial Solutions Pty Ltd
Palm Beach, QLD
$30,000 - $40,000 a year
Provide comprehensive administrative support to our financial adviser. Utilize Midwinter for task management, setting reminders, and tracking deadlines effectively. Assist in the preparation of client documents, including annual r...
2 months ago seen See more...
Junior Financial Planning Assistant
Wealth Connect Financial Services
Pottsville, NSW
Administration support to our financial advisers. Maintaining client records via our CRM (Midwinter). Document preparation and advice implementation including lodgment and follow up of applications. Collection of research on clien...
2 months ago seen See more...
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