AU Paraplanner Assistant (Eastwood, QC - Onsite) | ZR_758_JOB  

• Company PeoplePartners Inc - View more jobs
• LocationEastwood, Quezon City, Philippines
• Job TypePermanent

Job Overview Work Onsite Set-Up (Eastwood, Quezon City) Fixed Morning Schedule/Day-shift Fixed Weekends Off In this onsite opportunity, we are seeking a detail-oriented AU Paraplanner Assistant (Xplan) to support our financial advisors with administrative and compliance-related tasks.
This role involves maintaining accurate client records, preparing key documents, and ensuring efficient workflow management.
Job Description As an AU Paraplanner Assistant (Eastwood, QC - Onsite), you will be responsible for the following key tasks: Create and maintain review files for financial planning clients.
Update...

21 days ago from: zoho.eu