Assistant For Financial Planner (Female)
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- 1-2 years experience in a similar role or kind financial activities would be preferable.
- Providing central Administrative Support to the Financial Planning team
- Managing operational and administrative functions to ensure tasks are delivered efficiently
- Updating and maintain the data on X Plan ( Software for Financial Planner)
- Coordinating administrative and transactional client work including preparation of SOA
(Statement of Advice), File Note, ROA ( Record of Advice)
- Excellent Written and verbal Communication skill
- Working knowledge of the Financial Planning Software (X Plan) would be the advantage.
- Good knowledge of the financial planning products and services.
- Work collaboratively in a team to improve various business processes.
- Friendly and positive attitude
- Good knowledge of Microsoft Office and the Google sheets
- Knowledge of X Plan Would be the advantage
- Education: Any Graduate
- Experience: 1 to 2 years
- Location: Ahmedabad
- Salary: As per company norms
- For More Details Call on 9714274730 Or Mail Send Your C.v on email@example.com
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