Financial Services Admin & Client Support Specialist (Cairns North)

Financial Services Admin & Client Support Specialist (Cairns North)

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

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