Financial Planning assistant5 ELK
5 ELK is on the hunt for FINANCIAL PLANNING ASSISTANTS.
Our company is an Australian outsourcing solution for financial planning professionals looking for scale, growth, and increased profitability.
In this role, you will be working closely with Australian financial advisers and provide back-office administrative support.
What you will be doing:
setting up information and managing financial planning CRM
facilitating banking reconciliation and reporting
preparing reports and documentation for client meetings
liaising with financial institutions, banks, and fund managers
researching insurance plans and coverages
transcribing voice-recorded file notes
Qualifications:
A degree in Accounting or Business Administration (or equivalent)
Relevant working experience in Accounting, Bookkeeping, Insurance, Bank or any equivalent
Excellent communication skills
High attention to detail
Knowledgeable in any financial, banking or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan etc (preferred but not required)
Our company is an Australian outsourcing solution for financial planning professionals looking for scale, growth, and increased profitability.
In this role, you will be working closely with Australian financial advisers and provide back-office administrative support.
What you will be doing:
setting up information and managing financial planning CRM
facilitating banking reconciliation and reporting
preparing reports and documentation for client meetings
liaising with financial institutions, banks, and fund managers
researching insurance plans and coverages
transcribing voice-recorded file notes
Qualifications:
A degree in Accounting or Business Administration (or equivalent)
Relevant working experience in Accounting, Bookkeeping, Insurance, Bank or any equivalent
Excellent communication skills
High attention to detail
Knowledgeable in any financial, banking or accounting systems such as Quickbooks, Xero, Peachtree, SAP, Xplan etc (preferred but not required)
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5 ELK
About the company
5 ELK jobs
Cebu City, Central Visayas
Position Financial Planning assistant recruited by the company 5 ELK at LaUnion, Pampanga, Joboko automatically collects the salary of , finds more jobs on Financial Planning Assistant or 5 ELK company in the links above
About the company
5 ELK jobs
Cebu City, Central Visayas