Feel So Good Wealth Management,
Weekly tasks include but are not limited to (tasks with Asterix most common)
• Digital filing*
• Cover Letters
• Assistance with applications, implementation, and review work*
• Occasional phone calls to super funds, insurers, clients
• Emailing and using digital signature software*
• Generating and sending FDS/OSA/Compliance docs via HELLO SIGN*
• Sending fee consent forms via super fund portals / digital signature portals*
• Requesting insurance quotes and amendments
• One off ad hoc project task
• Occasional use of Canva to generate imagery or marketing images
• Occasional posting on Facebook
• Occasional proof reading and helping with project work
• Record of Advice (basic)*
• No Change ROA (very easy)*
• Occasional basic Statement of Advice (hold SOA, product switch + hold etc)
• Very occasional centrelink interactions / client updates
• Other non-regular admin tasks
Would suit somebody with a young family, other part time roles or just anyone who wants to keep their skills up and stay in the industry a few hours a week. Please email me directly to register interest.
Dylan.Martin@fsgwm.com.au
0421 926 216
www.fsgwm.com.au
