Wealth Connect Financial Services jobs
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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 | a month 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...
a month ago seen See more...
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