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.
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