Dynamic Financial Planning Admin Hybrid & Development Surry Hills

Dynamic Financial Planning Admin Hybrid & Development Surry Hills

02 Sep
|
Harvest Employee Benefits
|
Surry Hills

02 Sep

Harvest Employee Benefits

Surry Hills

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 Surry Hills
🏢 Harvest Employee Benefits
📍 Surry Hills

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