Overview
We’re looking for Full Time individual and open to discussion on Work in office timings as well as WFH arrangements to accommodate various schedules.
For clarity, this is NOT a sales role and applicants will directly report to the Financial Advisory Group Director and Wealth Advisory Director.
We require basic proficiency in Microsoft Excel, Word, Powerpoint and Canva.
Job Scope includes Data Entry/ Management, Report Generation, Handling of Claims, Liaison with 3rd party Financial Instituions and occasional client service calls for follow up documentation or to arrange medical appoinments.
Undergraduates (Polytechnic or University) who are looking for experience in the Financial Services Industry welcome to apply.
Office Laptop and Mobile will be provided for your use, we look forward to hearing from you.
About Pinnacle Wealth Advisory Group
We're looking for Full Time individual and open to discussion on Work in office timings as well as WFH arrangements to accommodate various schedules.
For clarity, this is NOT a sales role and applicants will directly report to the Financial Advisory Group Director and Wealth Advisory Director.
We require basic proficiency in Microsoft Excel, Word, Powerpoint and Canva.
Job Scope includes Data Entry/ Management, Report Generation, Handling of Claims, Liaison with 3rd party Financial Instituions and occasional client service calls for follow up documentation or to arrange medical appoinments.
Undergraduates (Polytechnic or University) who are looking for experience in the Financial Services Industry welcome to apply.
Office Laptop and Mobile will be provided for your use, we look forward to hearing from you.