Job Overview In this remote opportunity, we are seeking a detail-oriented AU Para-planner 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 Para-planner Assistant (Eastwood, QC - Onsite), you will be responsible for the following key tasks: Create and maintain review files for financial planning clients.
Update client information in Xplan and ensure data accuracy. […]
Transcribe file notes and maintain...