Financial Planning Assistant

WhatJobs

Hillcrest

The "Financial Planning Assistant" supports the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office as well as with team members in the Region. The Assistant takes responsibility for overseeing the administrative, operations and client services support to the Financial Planner and is the liaison person between the practice and the regional office / head officeClient ServicesImplementation of the client services experienceTake full responsibility for the implementation of administrative processes and controls in the Financial Planners practice(s) (including all transactions, queries, reporting etc.)Liaison between Financial Planner and product providers (PPs)Equipped to follow the formal complaint resolution processIs the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Financial Planner... More Detail

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