- Prepare client documentation
- Assist in the management of investments based on SOA and ROA
- Assist with managing client accounts, including account setups, transfers, and maintenance
What youll need to succeed
- Experience preparing SOA documents
- Previous paraplanning experience
- Excellent at administration and multi-tasking - you will be someone who loves organising things and prioritising tasks
- Strong attention to detail
- Excellent written and spoken English to communicate with the Australian team.
