Job Description
Our client is seeking a professional and highly organised Partner Assistant to support the Financial Planning Partner(s) in delivering exceptional client service and operational excellence.
The successful candidate will form part of a collaborative regional team and will work closely with Assistants, Portfolio Managers, and Head Office support functions.
This role is responsible for managing the administrative, operational, and client servicing functions within the practice, while acting as a key liaison between the Financial Planning Partner(s), clients, product providers, and the regional office.
The successful candidate will form part of a collaborative regional team and will work closely with Assistants, Portfolio Managers, and Head Office support functions.
This role is responsible for managing the administrative, operational, and client servicing functions within the practice, while acting as a key liaison between the Financial Planning Partner(s), clients, product providers, and the regional office.
Key Responsibilities: