05 Aug
|
Business & Wealth Partners
|
Cairns North
05 Aug
Business & Wealth Partners
Cairns North
Business and Wealth Partners Pty Ltd in Cairns is seeking a proactive Administration Assistant to support three Financial Advisers and a Paraplanner, helping with client service, documentation and compliance to streamline advice and reviews.
You will manage diary scheduling, respond to client queries, complete adviser paperwork, track progress, maintain records across software (Xplan), and liaise with the accounting team for tax information. Training provided in financial services.
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📌 Financial Services Admin & Client Support Specialist (Cairns North)
🏢 Business & Wealth Partners
📍 Cairns North