Financial Planning Admin Specialist – Client Onboarding (Queensland)

Financial Planning Admin Specialist – Client Onboarding (Queensland)

07 Aug
|
FAAA Board, Financial Advice Association of Australia
|
Queensland

07 Aug

FAAA Board, Financial Advice Association of Australia

Queensland

Viridian Financial Group's Enlightened Financial Solutions (EFS) seeks an administrative qualified to support advisers and clients in the Mackay region and beyond. You will work directly with clients and advisers, helping with documentation, onboarding, and day-to-day administration to ensure a smooth service experience.

With up to 2 years in a similar role and strong written and verbal communication, you will excel at multi-tasking, accuracy, and using Microsoft Office; XPLAN experience

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📌 Financial Planning Admin Specialist – Client Onboarding (Queensland)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Queensland

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