Administrative Assistant
4 days ago
Wealth Management Financial Services is a leading provider of financial services, and we're looking for a talented Administrative Assistant to support our Financial Planning team.
About the Role:
- Client meeting preparation, including report generation and financial planning.
- Compliance and licensing upkeep.
- Client account management, including creation, balancing, and trading.
- New account paperwork preparation.
- General office administration tasks.
What We Offer:
- A competitive salary of $60,000 - $70,000 per annum.
- A dynamic work environment with opportunities for growth and development.
- Professional training and ongoing support.
This role requires licenses in the Securities Industry and Life and Health Insurance Industry, as well as any relevant financial designations.
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