Keystone Wealth is seeking an administrative support skilled to serve as the primary contact for client queries and manage routine requests. You will handle account updates, document submissions, and transaction processing while keeping meticulous client records.
In this role, you will schedule meetings, support the implementation of advice with documentation, and assist with office administration to maintain presentable client-facing spaces.
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📌 Client Services Specialist (New South Wales)
🏢 Keystone Wealth
📍 New South Wales
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