Assistant For Financial Planner (Female) in Ahmedabad Location

Job Description:

- 1-2 years experience in a similar role or kind financial activities would be preferable.

- Providing central Administrative Support to the Financial Planning team

- Managing operational and administrative functions to ensure tasks are delivered efficiently

- Updating and maintain the data on X Plan ( Software for Financial Planner)

- Coordinating administrative and transactional client work including preparation of SOA

(Statement of Advice), File Note, ROA ( Record of Advice)

- Excellent Written and verbal Communication skill

- Working knowledge of the Financial Planning Software (X Plan) would be the advantage.

- Good knowledge of the financial planning products and services. 

- Work collaboratively in a team to improve various business processes.

- Friendly and positive attitude

- Good knowledge of Microsoft Office and the Google sheets

- Knowledge of X Plan Would be the advantage

- Education: Any Graduate

- Experience:  1 to 2 years

- Location: Ahmedabad

- Salary: As per company norms

- For More Details Call on 9714274730 Or Mail Send Your C.v on tanuja@postaresume.co.in