TCG Southern Star Hiring for Financial Planning Administrative Officer Job at Chennai Full Time

Key Responsibilities:

– Assist with the coordination of Adviser appointments

– CRM database management and general data entry

– Perform research tasks relating to superannuation, insurance, and investments

– Prepare documentation and reports for clients and Advisers

– Lodgement of superannuation, insurance and investment applications

– Management of advice implementation

– Liaise with advisers, investment managers, insurance providers, platform administrators and superannuation funds to deliver outcomes for clients

– Support sales and marketing activities

The successful candidate will have:

– A desire to help people

– Excellent verbal and written communications skills

– High level of attention to detail and accuracy

– Ability to collect and analyse information, problem solve and make informed decisions

– Strong desire to learn and further develop your knowledge and skills

Desired Education Qualification

– Graduate

– Excellent Communication skills

– Knowledge or experience in a financial planning discipline will be an added advantage.

What’s on offer:

– Professional, supportive and friendly culture

– Receive personal one-on-one training from experienced members of the team.

Application Deadline: 10/11/2021

Expected Start Date: 1/11/2021

Job Type: Full-time

Salary: ₹24,000.00 – ₹25,000.00 per month

Schedule:

• Morning shift

Experience:

• Administrative experience: 1 year (Preferred)

Work Remotely:

• No