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Financial planning associate

Geraldton
beBeeManagement
Posted: 10 December
Offer description

Job Overview

The role involves managing client interactions, supporting financial document management and coordinating meeting logistics.

* Manage client interactions
* Support financial document management
* Coordinate meeting logistics


Key Responsibilities

* Client Enquiry Management
* Financial Document Assistance
* Meeting Coordination


About the Role

This position is ideal for individuals with strong organisational skills and excellent communication abilities. The successful candidate will have experience in a related field and be able to work effectively in a team environment.


Required Skills and Qualifications

* Strong organisational skills
* Excellent communication abilities
* Experience in a related field
* Ability to work effectively in a team environment


What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our company values include a commitment to excellence, integrity and teamwork.

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