Financial Administration

• General administration

• Data entry

• Handling or distribution of customer and product enquiries

• Assisting with client superannuation forms or document preparation for withdrawals, rollovers and contributions

• Editing and proof-reading Financial Plans, SoA's, and application forms

• Implementation, lodgement and follow-up of new business, out-standings & alterations to existing accounts

• Organising annual review mail outs and appointment setting