Senior Paraplanner
TOA Global
Total des années d'expérience :1 years, 0 Mois
Responsibilities:
1. Create and write SoA (Statement of Advice), and RoA (Record of Advice) using Xplan Advice Wizard.
2. Make phone calls to gather information about the financial and insurance products that clients hold.
3. Research appropriate financial and insurance products to recommend.
4. Model the clients’ current and proposed position in Xplan tool - Wealthsolver, Risk Researcher, and Xtools CALM.
5. Post review document checks and action items.
6. Reports/data management, project management, and data hygiene in Xplan, and client remote file system.
7. Internal Audits.
8. Deliver administrative support to the adviser team and client service office as required.
Quarter June - August 2023 - One of the Best Performance
I was part of the Political Science Academic Society during my college days and I was part of the Dean's list during my 3rd and 4th year.