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

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

24 Sep
|
Hunter Financial
|
New South Wales

24 Sep

Hunter Financial

New South Wales

Job Description
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.
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The role emphasizes autonomy within a cooperative team, strong privacy, excellent communication, and proficient use of Microsoft Office and CRM tools to support growth and exceptional client outcomes.

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

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