Paraplanner Australia - Noida, India - Auslink

Description

About UsAuslinkprovides KPO services to its Australiabased clients which includesaccounting firms and financialadvisers.
Yournew role

• Prepare clientdocumentation
• Assist in the management ofinvestments based on SOA and ROA
• Assist withmanaging client accounts including account setups transfers andmaintenance

Whatyoull need to succeed

• Experiencepreparing SOA documents
• Previous paraplanningexperience
• Excellent at administration andmultitasking you will be someone who loves organising things andprioritising tasks
• Strong attention todetail
• Excellent written and spoken English tocommunicate with the Australianteam.

Whilewe will give preference to a candidate with the ability to workfrom our office in Noida however we will also consider WFH optionfor the rightcandidates.

soa,paraplanning,financialplanning