Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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Support event setup and pack-down, ensuring displays, stock, and promotional materials are ready on time. Keep a checklist and log issues for quick fixes.
Assist on-site with crowd flow, product demos, and simple POS tasks to keep sales moving. Communicate updates to the store or event lead.
Manage event timetables and run sheets for small activations. Confirm timing with vendors and staff the day before each event.
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Develop and implement marketing activities to increase tourist visitation, demand, and expenditure through various channels, including digital marketing and social media.
Identify and develop new business opportunities and expand the network of travel trade partners.
Build and maintain relationships with travel agents, tour operators, airlines, tourism organizations, hotels, and other industry partners.
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