Dynamic Financial Planning Admin Hybrid & Development New South Wales

Dynamic Financial Planning Admin Hybrid & Development New South Wales

31 Aug
|
Harvest Employee Benefits
|
New South Wales

31 Aug

Harvest Employee Benefits

New South Wales

Harvest Employee Advantages 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

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