11 Sep
|
Reset Recruitment
|
Melbourne
11 Sep
Reset Recruitment
Melbourne
Wealth Management Practice Administrator is sought for a Brighton-based, office-based role supporting a Financial Adviser in a well-established wealth management practice. You will manage diaries, prepare client packs, and maintain accurate records across CRM and back-office systems.
The role requires experience in financial advisory/wealth management administration, knowledge of pensions, investments, and protection products, and solid MS Office and CRM skills.
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📌 Wealth Management Practice Coordinator (Melbourne)
🏢 Reset Recruitment
📍 Melbourne