Trl Financial Solutions Pty Ltd jobs

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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...

CompanyTrl Financial Solutions Pty Ltd
AddressPalm Beach, QLD
CategoryCustomer Service
Salary$30,000 - $40,000 a year
Job typePart time
Date Posted a month 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...