Valenta Financial Services Admin includes

  • Implementation of advice
  • Data Entry into CRM/various software's
  • Ongoing client management services
  • Annual review document preparation
  • Fee disclosure statements
  • Payroll processing
  • Invoicing
  • Setting up bank payments
  • Commissions tracking and splitting
  • Obtain research information
  • Prepopulate forms
  • Transcription
  • Customer Service
  • Reporting

Why Valenta Financial Services Admin?

  • We are ISO 9001 Certified for Quality Management Systems and ISO 27001 Certified for Information Security

  • We have a team of 15+ Financial Services Admin

  • Our team of Financial Services Admin are well qualified and are up to with the industry regulations via regular training sessions

Testimonial

Trevor Benson, Infocus New Farm

How does Valenta financial service admin work

Valenta Financial Services Admin solutions

Dedicated Financial Services Admin Planner

Full Time Financial Services Admin

(40 hours per week)

$ 2,200 /per month

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Part Time Financial Services Admin

(20 hours per week)

$ 1,100 /per month

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Financial Institutions and Dealer Group services are tailor made.
Call us on 1300 193 178 to discuss your requirements.



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