Financial Planning Assistant at hammerjack managing client data and documents for financial planning. Working hybridly to support local and global partners in the financial sector.
Responsibilities
Set up client files and add client data to the financial planning software
Prepare forms, documents, and templates.
Type up client questionnaires & portfolio reports
Prepare product comparison reports - this requires emails, phoning insurance and investment companies and getting specific client portfolio information.
Prepare insurance premium estimates and quotes using specific software
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