Financial Planning Administration Officer
Pinnacle Financial Planning Pty Ltd
Posted 10 days ago
About the role:
You will work with the financial planners in the Shepparton office and assist them in looking after their clients. Duties include:
Review client preparation and file maintenance
Onboarding of new clients
Transacting on wrap platforms
Handling general client queries
Task management and monitoring
Other general office administration
About you:
At least 2 years’ experience working in financial planning
Proficient user of Microsoft 365
Strong organisational and communication skills
Full Australian Working Rights
Some travel to our Kyabram and Echuca offices may be required from time to time.
A suitable candidate will have the flexibility to work full or part time according to their needs.
About Pinnacle Financial Planning Pty Ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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