30 Aug
|
Harvest Employee Benefits
|
New South Wales
30 Aug
Harvest Employee Benefits
New South Wales
Harvest Employee Benefits in North Sydney NSW is seeking an experienced Financial Planning Client Administration Assistant to join our skilled 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 (New South Wales)
🏢 Harvest Employee Benefits
📍 New South Wales