Administration Lead - Financial Advisory & Superannuation (Gold Coast)

Administration Lead - Financial Advisory & Superannuation (Gold Coast)

10 Aug
|
Donmont Capital
|
Gold Coast

10 Aug

Donmont Capital

Gold Coast

Donmont Capital Pty Ltd on the Gold Coast seeks an experienced Administration Lead to join our financial advice practice, focusing on implementing superannuation advice, processing applications, and adviser support.
You will work closely with advisers to ensure client advice is implemented accurately and efficiently, maintain CRM records, manage provider follow-ups, and handle annual reviews and general practice administration.
#J-*****-Ljbffr

📌 Administration Lead - Financial Advisory & Superannuation (Gold Coast)
🏢 Donmont Capital
📍 Gold Coast

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