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