Financial Planning assistantShore 360

Description
Roles and Responsibilities
Obtain and upload superannuation client summaries and data for upcoming meetings with financial advisors
Obtain and upload Westpac Summaries for upcoming meetings with financial advisors
Upload client interview notes after meeting with financial adviser into Adviser Logic
Ensure all data entered is done so accurately and carefully update relevant fields
Prepare engagement letters after meeting notes uploaded and advised relevant PA when ready to issue to the client
Update change of addresses for clients
Update database when clients property loans have settled and informed relevant teams
Required Experience
Previous experience working in an office environment within the administration is preferred but not required
Minimum Qualifications
Secondary education required
Degree qualified
A Successful Candidate must have
Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint, and Outlook)
Excellent verbal and written communication skills
An attitude of being organised and able to meet deadlines
Ability to prioritise tasks as required by the administration team
Work effectively with others in a team environment
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 1
Availability for travel: No
Availability for change of residence: No

₱ 25,000.00 monthly ·  Pampanga, Central Luzon ·  2 minutes ago