Harvest Employee Perks 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.
J-*-Ljbffr
📌 Dynamic Financial Planning Admin Hybrid & Development New South Wales (Australia)
🏢 Harvest Employee Benefits
📍 Australia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.