Paraplanner Australia
Posted on :
12-04-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2714495
About Us
Auslink provides KPO services to its Australiabased clients which includes accounting firms and financial advisers.
Your new role
- Prepare client documentation
- Assist in the management of investments based on SOA and ROA
- Assist with managing client accounts including account setups transfers and maintenance
What youll need to succeed
- Experience preparing SOA documents
- Previous paraplanning experience
- Excellent at administration and multitasking you will be someone who loves organising things and prioritising tasks
- Strong attention to detail
- Excellent written and spoken English to communicate with the Australian team.
While we will give preference to a candidate with the ability to work from our office in Noida however we will also consider WFH option for the right candidates.
soa,paraplanning,financial planning
Employment Type
Full Time
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