"Efficient and detail-focused Administration Assistant supporting financial planning teams—ensuring seamless client... environment. Highly regarded: administration experience in financial planning, accounting, legal, engineering, or similar...
in financial planning, accounting, legal, engineering, or similar; investment platform processing; familiarity with Australian... financial planning terminology. Systems & Tools: CRM: Xplan Platforms: HUB24 / Netwealth / BT Panorama Document Management...
in financial planning, accounting, legal, engineering, or similar; investment platform processing; familiarity with Australian... financial planning terminology. Systems & Tools: CRM: Xplan Platforms: HUB24 / Netwealth / BT Panorama Document Management...