Adviser Support / CSO
All vacancies of Australia • Banking & Financial Services • Adviser Support / CSO
Be first point of contact for new and current clients - Manage workflow and systems - Compile strategies and work closely with the advisers
Summary about this job
Financial Planning
Company: Bentley Recruitment
Location: Brisbane
Work type: Full Time
Salary: n\a
Phone: +61-7-2426-2216
Fax: +61-3-9180-3710
E-mail: n\a
Site: n\a
Detail information about job Adviser Support / CSO. Terms and conditions vacancy
- Are you a CSO who has experience producing SOA's?
- Compile strategies and work closely with the advisers
They are currently looking for a CSO / Adviser Support who is looking for their next step in Financial Services.
As part of this role you will;
- Compile strategies and work closely with the advisers
- Be first point of contact for new and current clients
- Work with internal and external teams
- Liaise with service providers
- Work with clients to insure compliance and the collation of all relevant documentation
- Manage workflow and systems
- Have excellent attention to detail
- Be expected to arranging client meetings for the advisors
Send your resumes to David Berritta at [email protected] or go onto our website at www.bentleyrecruitment.com.au for more opportunities.
If you would like to discuss this or other opportunities please call me on 07 3229 8020.
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