Current jobs related to Paraplanner - Prahlad Nagar Ahmedabad Gujarat - Goalseek Shared Services Private Limited

  • Paraplanner in Mortgage Finance

    3 weeks ago

    Ahmedabad, Gujarat, India Affinity out sourcing limited Full time

    **Responsibilities**: - Conduct thorough research and analysis of clients' financial situations, including income, expenses, assets, and liabilities, to assist in the creation of tailored mortgage solutions. - Collaborate with mortgage advisors to gather client information, understand their financial objectives, and recommend appropriate mortgage...

Paraplanner

1 month ago

Prahlad Nagar Ahmedabad Gujarat, India Goalseek Shared Services Private Limited Full time

Prior 1-2 years of experience in Australian paraplanning
- Interested in exploring US accounting
- SMSF data processing for Australian clients
- Preparing financial reports and statements
- Conducting bank reconciliations
- Assisting with cyclical audits
- Handling client communications
- Any other tasks as required by the client/management Essential Competencies:

- Strong organizational and problem-solving skills with multi-tasking abilities

**Job Types**: Full-time, Permanent

**Salary**: ₹250,000.00 - ₹500,000.00 per year

**Benefits**:

- Paid sick time
- Provident Fund

Schedule:

- Day shift
- Morning shift

Work Location: In person