06 Aug
|
Independent Wealth Management
|
City of Gold Coast
06 Aug
Independent Wealth Management
City of Gold Coast
Independent Wealth Management on the Gold Coast is seeking an experienced financial services administrator to support the Client Service team in scheduling reviews and coordinating adviser activities. You will manage diary tasks, prepare meetings, and ensure smooth workflow using Xplan.
Role requires 2–3 years in financial services, solid compliance awareness, and the ability to liaise with clients and providers. Australian citizenship or permanent residency is required.
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📌 Client Service Specialist – Financial Adviser Support City Of Gold Coast
🏢 Independent Wealth Management
📍 City of Gold Coast