06 Aug
|
Business & Wealth Partners
|
Cairns Regional
06 Aug
Business & Wealth Partners
Cairns Regional
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 Regional)
🏢 Business & Wealth Partners
📍 Cairns Regional