Paraplanning Assistant

We are a financial planning business based in Sydney, Australia. We require a paraplanning assistant to join our team on a full-time basis. The duties will include:

? Manage email inboxes and tasks lists effectively.
? Implement actions from advice documents across superannuation, investments, insurance, and tax.
? Keep CRM software up to date with client information, task progress and compliance information.
? Process ad-hoc transactions for clients.
? Meet all Service Level Agreements (SLAs) for implementation.
? Ensure compliance obligations are met and report any i ---------- .
? Project manage the administrative team where applicable.
? Monitor generic company inboxes.

The candidate should have experience in financial planning businesses in Australia.

The role pays $8 USD per hour.