Dynamic Office Assistant for Wealth Advisers & CRM Support (Yea)

Dynamic Office Assistant for Wealth Advisers & CRM Support (Yea)

06 Aug
|
Morgans Financial
|
Yea

06 Aug

Morgans Financial

Yea

Morgans Geelong seeks a proactive, client‑focused professional to provide onsite day‑to‑day support to Senior Advisers. You will assist with client interactions, research tasks and administrative duties to ensure smooth operations.

The role offers exposure to wealth management activities with a friendly, supportive team in a newly renovated office and potential to transition into a full‑time prospect.

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📌 Dynamic Office Assistant for Wealth Advisers & CRM Support (Yea)
🏢 Morgans Financial
📍 Yea

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