AU Para-planner Assistant (Xplan) | ZR_761_JOB
View Job- Company PeoplePartners Inc - View more jobs
- LocationNational Capital Region (Manila), Philippines
- Job TypePermanent
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...
23 days ago from: zoho.eu
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