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Professional Services Coordinator

2 weeks ago

Canberra, ACT, Australia Personal Choice Financial Advisors, LLC Full time
Key Responsibilities
  • Assist Financial Adviser(s) with client meetings and presentations
  • Take responsibility for file notes and action items from client meetings
  • Assist with the upkeep of Xplan and keep up to date with changes and enhancements
  • Provide assistance to Financial Adviser support team with client paperwork, preparation of lodgements
  • Assist Financial Adviser(s) with practice compliance requirements