Financial Administration
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General administration
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Data entry
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Handling or distribution of customer and product enquiries
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Assisting with client superannuation forms or document preparation for withdrawals, rollovers and contributions
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Editing and proof-reading Financial Plans, SoA's, and application forms
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Implementation, lodgement and follow-up of new business, out-standings & alterations to existing accounts
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Organising annual review mail outs and appointment setting