Financial Adviser Assistant
Công Ty TNHH FinAssist
Hello World Saigon, 92A Nguyễn Hữu Cảnh, phường 22, quận Bình Thạnh
Hết hạn
Xóa tin
Chi tiết tuyển dụng
Mức lương:
Thỏa thuận
Khu vực:
Hồ Chí Minh
Chức vụ:
Nhân viên
Hình thức làm việc:
Toàn thời gian
Lĩnh vực:
Khác
Mô tả công việc
About Us:
At FinAssist, we are a dynamic and rapidly expanding firm specialising in outsourced Financial Planning services for Australian Advisers. Our clients’ offices are located across different cities including Sydney, Melbourne, and Brisbane providing a vibrant and collaborative working environment for our team members.
Position Overview:
We are seeking 4 motivated and dedicated individuals to join our team as a Financial Adviser Assistant. This role is ideal for fresh graduates or candidates with up to one year of experience who are passionate about supporting financial advisers and working with High Net Worth individuals.
Key Responsibilities:
• Efficient and accurate execution of all advisory documents.
• Serve as the primary point of contact for client communications.
• Assist advisers in meeting preparation, including research and preparation of Client Portfolio Reviews.
• Maintain and update client profiles using our company software (Xplan).
• Prepare documents to assist financial advisers in producing financial reports (Statements of Advice and Review of Advice).
• Develop a detailed understanding of client portfolios to provide comprehensive responses.
• Prepare all advisory documents, including Fee Disclosure Statements, ongoing service agreements, invoices, and other relevant paperwork.
• Foster strong communication and working relationships with clients.
• Perform ad-hoc tasks and contribute to the development of best practice strategies.
At FinAssist, we are a dynamic and rapidly expanding firm specialising in outsourced Financial Planning services for Australian Advisers. Our clients’ offices are located across different cities including Sydney, Melbourne, and Brisbane providing a vibrant and collaborative working environment for our team members.
Position Overview:
We are seeking 4 motivated and dedicated individuals to join our team as a Financial Adviser Assistant. This role is ideal for fresh graduates or candidates with up to one year of experience who are passionate about supporting financial advisers and working with High Net Worth individuals.
Key Responsibilities:
• Efficient and accurate execution of all advisory documents.
• Serve as the primary point of contact for client communications.
• Assist advisers in meeting preparation, including research and preparation of Client Portfolio Reviews.
• Maintain and update client profiles using our company software (Xplan).
• Prepare documents to assist financial advisers in producing financial reports (Statements of Advice and Review of Advice).
• Develop a detailed understanding of client portfolios to provide comprehensive responses.
• Prepare all advisory documents, including Fee Disclosure Statements, ongoing service agreements, invoices, and other relevant paperwork.
• Foster strong communication and working relationships with clients.
• Perform ad-hoc tasks and contribute to the development of best practice strategies.
Quyền lợi được hưởng
13th month bonus
,#4-week paid annual leave and 10-day personal leave entitlements.
,#Opportunity to travel to Australia and other Asian countries.
,#4-week paid annual leave and 10-day personal leave entitlements.
,#Opportunity to travel to Australia and other Asian countries.
Yêu cầu kỹ năng
Financial Advisory, Conduct Research, Financial Report, Customer Service, Office Support
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