HARPER FINANCIAL ASSOCIATES

Responsibility

• perform general office duties, including answering phone calls, responding to emails, and maintaining files and records
• communicate effectively with internal teams and external providers/clients
• process new business
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• preparing valuations and new business illustrations
• conducting research on funds/providers
• assist with report writing
• preparation of documents for review meetings
• help to maintain an organised and efficient office environment
• provide exceptional customer service to clients and visitors
• support IT-related tasks as needed

Earnings for position paraplanner