Banner Image

All Services

Administrative & Secretarial

Virtual Administrator & Para-Planner

$15/hr Starting at $25

ALL Doors Open is a small family business, located on the Central Coast, New South Wales, Australia. Our focus is to provide an effective and efficient alternative to your business Administration & Para-Planning needs. At ALL Doors Open we can assist your business by becoming your Virtual Administrator and/or Para-Planner. Administration Services We assist our clients with everything including writing letters, preparing for client appointments & updating your client relationship manager database. Included in our administration services is the monitoring and maintenance of your client database to ensure Fee Disclosure documents are sent to your clients and your Opt-In obligations are met. We also monitor and maintain your Managed Discretionary Accounts, ensuring your services also remain compliant with ASIC. Para-Planning Services We create effective Records of Further Advice (RoFA) documents including Portfolio Reviews, Managed Discretionary Account (MDA) Service Review and Withdrawals. We create basic Statement of Advice (SoA) documents including income Streams, Superannuation & Product Switches.

About

$15/hr Ongoing

Download Resume

ALL Doors Open is a small family business, located on the Central Coast, New South Wales, Australia. Our focus is to provide an effective and efficient alternative to your business Administration & Para-Planning needs. At ALL Doors Open we can assist your business by becoming your Virtual Administrator and/or Para-Planner. Administration Services We assist our clients with everything including writing letters, preparing for client appointments & updating your client relationship manager database. Included in our administration services is the monitoring and maintenance of your client database to ensure Fee Disclosure documents are sent to your clients and your Opt-In obligations are met. We also monitor and maintain your Managed Discretionary Accounts, ensuring your services also remain compliant with ASIC. Para-Planning Services We create effective Records of Further Advice (RoFA) documents including Portfolio Reviews, Managed Discretionary Account (MDA) Service Review and Withdrawals. We create basic Statement of Advice (SoA) documents including income Streams, Superannuation & Product Switches.

Skills & Expertise

Virtual AssistantsWriting

0 Reviews

This Freelancer has not received any feedback.

Browse Similar Freelance Experts