Marione

Client Service Associate | Paraplanner | FP Admin

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Overview

Looking for full-time work (8 hours/day)

at $10.23/hour ($1,799.99/month)

Bachelors degree

Last Active

April 28th, 2024 (16 days ago)

Member Since

January 24th, 2024

Profile Description

Skilled with Pre and Post Statement of Advice procedure and been an administrative or client services office for 8years within Financial Planning Industry - Australia

Top Skills

Professional Services » Management Services

Experience: 2 - 5 years

Accounting » Financial Accounting » Financial Planning

Experience: 5 - 10 years

Office and Administration » Microsoft 365

Experience: 5 - 10 years

Other Skills

Professional Services » Management Services » Customer Support Management

Experience: 5 - 10 years

Office and Administration » Data Entry

Experience: 5 - 10 years

Expertise in data entry for XPLAN or Iress Software

Marketing » CRM » HubSpot CRM

Experience: 1 - 2 years

Basic Information

Age
29
Gender
Female
Website
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Address
Tests Taken
None
Uploaded ID
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