Part-time Financial Plan Assistant jobs in Palm Beach, QLD
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PART-TIME FINANCIAL PLANNING ASSISTANT (WORK FROM HOME, 20HRS PER WEEK)
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...
| Company | Trl Financial Solutions Pty Ltd |
|---|---|
| Address | Palm Beach, QLD |
| Category | Customer Service |
| Salary | $30,000 - $40,000 a year |
| Job type | Part time |
| Date Posted | 2 months ago See detail |
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...
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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