Website:
carisma-solutions.com.au
Job details:
Preparation of detailed compliance reports (SOA and ROA).
Regular communication with Financial Advisors.
Sound Knowledge in Financial Planning concepts.
Manage good client relationships.
Training newcomers in the team.
Sound knowledge of SMSF concepts.
Update time spent for each job.
Maintaining an internal control system for workflow
Ensuring adherence to best practices and overall process deliverables.
Share learnings with the team and Team Leader
Troubleshoot complex jobs with the help of the Team Leader or Project Director
Attend all training assigned by the Team Leader or Project Director
Understand and contribute to the QC checklist.
Click on Apply to know more.