Current Employment Status:
Hired Full Time on Feb 3, 2026
I worked as a Senior Financial Planning Assistant supporting Australian financial advisers. I was among the first to help establish processes when they joined our organization, which gave me a strong foundation in both operations and client service. My role involves preparing and implementing financial forms, managing CRM data, coordinating calendars, and executing trades across different platforms. Essentially, I make sure advisers can focus on strategy while I handle the operational and administrative side with accuracy and efficiency.
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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