Compliance/paraplanning Staff

Login to view salary 957 views - Expires in 5 days

What We Can Offer

Annual bonus, Lunch allowance
20 days of annual leave
Others according to Vietnamese labour law

Job Description

To support Compliance Department in the Melbourne office for:
• SOAs and ROAs review:
Receive and do preliminary review for advisers’ SOAs and ROAs.
Collect and manage all soft copy filings – emails and relevant documents in relation to SOAs and ROAs.
Answer advisers’ queries if applicable.
Run the administration of Compliance.
• Stationery review:
Business cards.
Letterhead & With Compliments.
Invoice.
Advertisements (Paper and voice).
Website.
Adviser Stamps.
Signage.
Email Signature.
Facebook & Social Media.
Blogs / Ebooks.
• Paraplanning:
Assist the Melbourne team with information gathering, product research, comparing insurance quotes, comparing product costs;
Write up SOAs/ROAs based on the clients’ information and advice/strategy provided (insurance, superannuation, SMSF, Investment, etc.);
Manage all soft copy filings, the workflow and keep the manager updated with the progress.
• Other tasks assigned by Supervisor(s) and/or Manager(s)
Read full Job Descriptions

Job Requirements

PRIORITY:
Junior staff: fresh graduates; and
Senior staff: candidates who have direct experience in the paraplanning area (≥ 2 years) mentioned in the job description above, preferably with a multinational company.

• Preferably someone who holds a University Degree in Law/Finance/Business Administration/Economics and has basic knowledge about financial products;
• great communication and interpersonal skills;
• strong analytical skills and business acumen;
• effective time management and organizational skills;
• high attention to detail;
• dynamic, positive, confident, self-motivated and team player;
• take initiative and ownership when facing obstacles and problems;
• willing to work hard, sometimes going beyond the normal working hours;
• strong discipline in record keeping;
• understand the importance of confidentiality;
• good at MS. Office; and
• excellent in English skills (especially, reading and writing)

Job Locations

56 Yen The St, Ward 2, Tan Binh District, Ho Chi Minh City, Vietnam

www.bostonreed.com.au

Read full company information
7F, C.T Building, 56 Yen The, Ward 2, Tan Binh District, Ho Chi Minh City
Less Than 10 staffs
TUYỂN SINH THẠC SỸ TÀI CHÍNH - ĐẠI HỌC JEAN MOULIN LYON 3 (CH Pháp)

TUYỂN SINH THẠC SỸ TÀI CHÍNH - ĐẠI HỌC JEAN MOULIN LYON 3 (CH Pháp)

Chương trình được thiết kế đặc biệt dành cho học viên vừa học vừa làm, quỹ thời gian ít

Bằng được công nhận bởi Bộ GD&ĐT Việt Nam do ĐH. J.M Lyon 3 (Pháp) cấp có giá trị toàn cầu

Học phí tối ưu, tiết kiệm nhiều nhất, thời gian đào tạo rút ngắn còn 1 năm tại Việt Nam