Key Responsibilities:
– Assist with the coordination of Adviser appointments
– CRM database management and general data entry
– Perform research tasks relating to superannuation, insurance, and investments
– Prepare documentation and reports for clients and Advisers
– Lodgement of superannuation, insurance and investment applications
– Management of advice implementation
– Liaise with advisers, investment managers, insurance providers, platform administrators and superannuation funds to deliver outcomes for clients
– Support sales and marketing activities
The successful candidate will have:
– A desire to help people
– Excellent verbal and written communications skills
– High level of attention to detail and accuracy
– Ability to collect and analyse information, problem solve and make informed decisions
– Strong desire to learn and further develop your knowledge and skills
Desired Education Qualification
– Graduate
– Excellent Communication skills
– Knowledge or experience in a financial planning discipline will be an added advantage.
What’s on offer:
– Professional, supportive and friendly culture
– Receive personal one-on-one training from experienced members of the team.
Application Deadline: 10/11/2021
Expected Start Date: 1/11/2021
Job Type: Full-time
Salary: ₹24,000.00 – ₹25,000.00 per month
Schedule:
Experience:
Work Remotely:
Job Responsibilty
Key Responsibilities: – Assist with the coordination of Adviser appointments- CRM database management and general data entry- Perform research tasks relating to superannuation, insurance, and investments- Prepare documentation and reports for clients and Advisers- Lodgement of superannuation, insurance and investment applications- Management of advice implementation- Liaise with advisers, investment managers, insurance providers, platform administrators and superannuation funds to deliver outcomes for clients- Support sales and marketing activitiesThe successful candidate will have: – A desire to help people- Excellent verbal and written communications skills- High level of attention to detail and accuracy- Ability to collect and analyse information, problem solve and make informed decisions- Strong desire to learn and further develop your knowledge and skillsDesired Education Qualification – Graduate- Excellent Communication skills- Knowledge or experience in a financial planning discipline will be an added advantage.What’s on offer: – Professional, supportive and friendly culture- Receive personal one-on-one training from experienced members of the team.Application Deadline: 10/11/2021Expected Start Date: 1/11/2021Job Type: Full-timeSalary: ₹24,000.00 – ₹25,000.00 per monthSchedule:Morning shiftExperience:Administrative experience: 1 year (Preferred)Work Remotely:No