Dynamic Financial Planning Admin - Hybrid & Development (North Sydney Council)

Dynamic Financial Planning Admin - Hybrid & Development (North Sydney Council)

31 Aug
|
Harvest Employee Benefits
|
North Sydney Council

31 Aug

Harvest Employee Benefits

North Sydney Council

Harvest Employee Advantages in North Sydney NSW is seeking an experienced Financial Planning Client Administration Assistant to join our professional team. You will support the Senior Financial Planner, assist with the advice process, and help manage client documentation and communications.

You will maintain client records in Xplan, prepare ROAs and reviews, coordinate implementations across superannuation, investments, pensions and insurance, and ensure timely fee disclosures.

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📌 Dynamic Financial Planning Admin - Hybrid & Development (North Sydney Council)
🏢 Harvest Employee Benefits
📍 North Sydney Council

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