Client Success & Planning Support – Financial Services (New South Wales)

Client Success & Planning Support – Financial Services (New South Wales)

22 Sep
|
Hunter Financial
|
New South Wales

22 Sep

Hunter Financial

New South Wales

Hunter Financial is seeking a client-focused administrator to support financial advisers in Newcastle. You will implement recommendations, maintain records, manage calendars, prepare reports, and coordinate with accountants or lawyers to deliver comprehensive client service.
The role emphasizes autonomy within a collaborative team, robust privacy, excellent communication, and proficient use of Microsoft Office and CRM tools to support growth and exceptional client outcomes.
#J-*****-Ljbffr

📌 Client Success & Planning Support – Financial Services (New South Wales)
🏢 Hunter Financial
📍 New South Wales

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.

Subscribe to this job alert:

Get the latest job offers by email for: client success & planning support – financial services (new south wales) / new south wales

Subscribe to this job alert:

Get the latest job offers by email for: client success & planning support – financial services (new south wales) / new south wales