I have experience working as a Financial Planning Assistant/ Client Services Officer with a can-do attitude. Below are the tasks that I am capable of performing for you:
????Send emails and use Xplan to follow up with clients for updates.
???? Prepare client review packs and portfolio reports. (MLC, CFS, IOOF, Macquarie, Zurich, and so on)
???? Wealthsolver, and Risk researcher.
???? Maintain and update software systems (XPLAN) with client information.
???? Preparation of simple advice documents like ROA hold/no change.
???? Liaise with third-party office suppliers, fund managers, and other product providers, & conduct research.
Please check my CV for more information.
