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

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

24 Sep
|
Daniels Recruitment
|
New South Wales

24 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.
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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