Financial Advisory Operations Specialist (Adelaide)

Financial Advisory Operations Specialist (Adelaide)

01 Sep
|
Rgit Australia
|
Adelaide

01 Sep

Rgit Australia

Adelaide

Coastal Advisory Australia is seeking an experienced Associate, Technical Services to support financial advisers by preparing SOAs and ROAs, coordinating client documentation and implementing advice strategies. The role collaborates with advisers, product providers and offshore teams to ensure accurate, compliant, and timely delivery of high-quality financial guidance.

You will maintain client records in Xplan and Wealth Central, generate portfolio reports, and contribute to process

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📌 Financial Advisory Operations Specialist (Adelaide)
🏢 Rgit Australia
📍 Adelaide

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