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本地老外金融理财公司招Financial Planning实习

更新时间 2020-05-17 浏览量 577次 举报此信息 我要顶帖
公司名称 RE ONE Group
工作性质 实习
学历要求 Bachelor
签证要求 学生签证,工作签证,永居签证,澳洲国籍
工资水平 面议
工作亮点 英文环境
联系人 kay
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工作介绍

本地纯老外金融理财公司,招Financial Planning实习生,实习后可留用
1. 要求有商科/金融/会计背景学历
2. 即将毕业或者已经毕业的学生可以申请
3. 持澳洲合法有效学生签至少6个月以上或者要转工作签证的
4. 要求英文流利,语言沟通能力强
5. 如果感兴趣,请发简历到邮件(Kwansiuchannilson@gmail.com) 稍后有HR联系

RE ONE Group is a proactive financial services firm servicing Sydney and Melbourne, As a full-service firm, we provide quality financial and strategic advice in the areas of Accounting, Audit and Financial Planning to corporate organisations, small-medium businesses and personal investors.

Duties/Responsibility

Database management
Regular client reporting
Resolving client issues in a timely manner and providing product support to clients
Assistance in the implementation of financial advice by completing application forms, following up on asset transfers, placing trades, managing rollovers, withdrawal requests and maturities etc.
Ensuring compliance requirements are met

Skills:
Excellent communication and customer service skills with a history of working directly with clients
Strong work ethic and pro-active mentality
XPlan experience preferred(can be training)
Sound knowledge and experience within the Microsoft Office suite
Ability to produce work with a high level of accuracy
Excellent organisational skills, ability to meet deadlines and multitask
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