Administrative Support Associate
2 weeks ago
We are a certified Great Place to Work company committed to delivering high-quality services and building strong relationships with our clients.
Job RoleThe Paraplanner role at VBP involves assisting financial planners by:
- Entering data into Financial Planning software.
- Modeling different investment strategies.
- Verifying compliance with regulatory requirements.
- Creating a Statement of Advice document.
- Developing supporting documentation.
- Providing feedback to Advisers.
Applicants should possess:
- A degree from a reputable institution.
- Strong customer service skills.
- Office administration experience.
- Basic computer skills, including MS Office.
We offer a comprehensive package, including:
- Health insurance with a high claim limit.
- Paid leave during holidays.
- Subsidies for utility bills.
- Education assistance for employees and their families.
- Ongoing professional development opportunities.
- A regular working schedule.
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