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

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