Administrative / Financial Planning Assistant

Overview

Looking for part-time work (4 hours/day)

at $7.60/hour ($668.80/month)

Bachelors degree

Last Active

November 21st, 2024 (today)

Member Since

October 19th, 2019

Profile Description

Dynamic professional providing comprehensive support to Authorised Financial Advisers. Serving as the primary point of contact for clients, I excel at building strong relationships and responding to queries in a timely, professional manner. Skilled in scheduling client appointments and preparing review documents, including detailed investment review materials for meetings.Proficient in completing and lodging insurance, investment, and superannuation application forms while assisting my financial adviser with daily operations. I conduct thorough research on existing investment, superannuation, and insurance products to inform our clients' decisions.Experienced in liaising with third-party product providers to enhance service delivery and ensure compliance with ongoing engagements, including review kits and Financial Disclosure Statements (FDS). I manage the client database, ensuring accuracy and up-to-date information within Upgrade to see actual infomitted to implementing financial advice recommendations effectively and maintaining high standards of client service and compliance.v