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An established industry player is seeking an entry-level employee eager to learn and develop their career. This role involves assisting with administrative tasks, managing correspondence, and supporting daily operations. The ideal candidate will possess good communication and organization skills, and a willingness to work in a team-oriented environment. The company offers a supportive atmosphere with opportunities for training and development, making it a perfect starting point for your professional journey.
Client and adviser follow-ups for missing information/documents. Prepare and finalize financial needs analysis using correct information supplied by advisers.
We are looking for an entry-level employee to join our team. If you are willing to learn and develop, this position is ideal for you.