Client Services Admin: Wealth Management (Five Weeks PTO) (New South Wales)

Client Services Admin: Wealth Management (Five Weeks PTO) (New South Wales)

25 Sep
|
Daniels Recruitment
|
New South Wales

25 Sep

Daniels Recruitment

New South Wales

Job Description

Daniels Recruitment is seeking a Client Services Administrator for a Wealth Management practice in Newcastle. You will support Financial Advisors, manage client appointments and diary schedules, and coordinate client documentation for meetings and reviews.

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Role includes ongoing client liaison, CRM updates, event support, and handling ad hoc requests. Training will be provided; energy and robust communication are essential.

📌 Client Services Admin: Wealth Management (Five Weeks PTO) (New South Wales)
🏢 Daniels Recruitment
📍 New South Wales

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