Assistant to Financial Advisor (Xplan Software Experience)
Mức lương: Thỏa thuận
Đã hết hạn nộp hồ sơ - 86 lượt xem
Ngày cập nhật: 20/06/2019
Thông Tin Tuyển Dụng
Mô tả công việc
- Data entry & managing data feeds
- Reporting (client reporting, business reporting)
- Manage yours and the financial adviser/s calendars (eg. booking client appointments)
- Prepare documents such as client profiles, application forms,
- Proof read documents
- Collate materials for client meetings (such as advice documents, brochures, supporting documentation)
- Manage workflow for insurance applications, investment/super applications, paraplanning
- Respond to simple client enquiries, and seek answers from the financial adviser/s where necessary
- Co-ordinate and implement marketing strategies (client seminars, facebook campaigns, direct marketing campaigns)
- Reporting (client reporting, business reporting)
- Manage yours and the financial adviser/s calendars (eg. booking client appointments)
- Prepare documents such as client profiles, application forms,
- Proof read documents
- Collate materials for client meetings (such as advice documents, brochures, supporting documentation)
- Manage workflow for insurance applications, investment/super applications, paraplanning
- Respond to simple client enquiries, and seek answers from the financial adviser/s where necessary
- Co-ordinate and implement marketing strategies (client seminars, facebook campaigns, direct marketing campaigns)
Yêu cầu ứng viên
- Excellent English skills
- 1-2 years of experience in Xplan
- 1-2 years of experience working for Australian business
- 2-3 years of experience in assistant/admin role
- Attention to details
- 1-2 years of experience in Xplan
- 1-2 years of experience working for Australian business
- 2-3 years of experience in assistant/admin role
- Attention to details
Quyền lợi được hưởng
- 13th & 14th month salary; overseas company trips
- Private Insurance Package including 1 family member
- 30 paid leave days
- Private Insurance Package including 1 family member
- 30 paid leave days
Cách thức ứng tuyển
Hồ sơ theo yêu cầu của nhà tuyển dụng khi liên hệ trực tiếp
Giới thiệu về công ty

ASWHITE VIETNAM
25th Floor, Lim Tower, 9-11 Ton Duc Thang, Ben Nghe Ward, District 1, Ho Chi Minh City
25th Floor, Lim Tower, 9-11 Ton Duc Thang, Ben Nghe Ward, District 1, Ho Chi Minh City
AS White Global is an Australian company with headquarters in Sydney and contemporary offices across Vietnam, Malaysia and The Philippines. ASW Vietnam, formerly known as ASWIG Solutions, has been operating in Vietnam since 2011. We recognise the enormous contribution our Vietnam team provides our clients and this has been instrumental ...Chi tiết
AS White Global is an Australian company with headquarters in Sydney and contemporary offices across Vietnam, Malaysia and The Philippines. ASW Vietnam, formerly known as ASWIG Solutions, has been operating in Vietnam since 2011. We recognise the enormous contribution our Vietnam team provides our clients and this has been instrumental in our rapid growth. We are now located across 3 different locations in Ho Chi Minh City and have over 220 team members. We are experts in providing offshored teams in the following specialisations: - Software Development - Accounting/ Financial Planning - Web & Graphic Design - Administrative Services We are always looking at ways to expand our service offerings and unlock further talent in this fantastic country. We are always on the search for more talented people so if you have experience in the above areas, are proficient in English (both verbal and written), we would love to hear from you! Please visit our Facebook page at https://www.facebook.com/ASWhiteVN for more information. Ẩn chi tiết
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Tìm thêm việc làm
ASWHITE VIETNAM
Địa chỉ: 25th Floor, Lim Tower, 9-11 Ton Duc Thang, Ben Nghe Ward, District 1, Ho Chi Minh City
Quy mô: 100-499 nhân viên