Obs
This role supports a Financial Planner based in Australia by managing day-to-day financial planning administration, including client review processes, documentation preparation, and liaison with clients and third parties. The position requires maintaining accurate client records, processing financial documents, and ensuring compliance with statutory reporting obligations. The ideal candidate will have experience in financial planning support and strong organizational skills.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Obs.
Obs didn’t post a salary, so this is our estimate from similar listings.