Part-time Financial Plan Assistant jobs in Pottsville, NSW
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JUNIOR FINANCIAL PLANNING ASSISTANT
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...
| Company | Wealth Connect Financial Services |
|---|---|
| Address | Pottsville, NSW |
| Category | Accounting & Finance |
| Job type | Part time |
| Date Posted | 2 months ago See detail |
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...
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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