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cso/ financial adviser assistant

cso/ financial adviser assistant

jvfs

or

Remote

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JOB OVERVIEW

we can email you the job description
some of the Qualifications & experience -.
Motivated, Honest, genuine hard working, friendly, punctual
Advanced Microsoft Office Skills
excellent interpersonal, oral and written communication skills
Ability to achieve agreed outcomes and work to deadlines
Ability to accurately administer tasks in an efficient and professional manner.
Excellent time management & highly organised
Min 2yrs Experience with Financial Planning Software Adviser Logic or Xplan
Keen to contribute to a small team, work hard and improve business practices
understand fsg, fds, roa, soa , re balance portflio in crm/ manage emails/manage client enquiries/ experience with super fund and insurance websites how to look up details / provide reports

ABOUT US

small business which is looking to ensure every client is treated special and making sure we uphold our integrity and good reputation

REQUIREMENTS

Min 2years as cso for a financial adviser / min 2yrs with adviser logic or xplan/ must have experience working in a fin planner office working with an adviser/

Contact

jvitale@jvfs.com.au