Harvest Employee Benefits in North Sydney seeks an experienced Financial Planning Client Administration Assistant to support the Senior Financial Planner, ensuring accurate client service and smooth implementation of strategies.
You will handle documentation, scheduling, ROAs and ongoing client records, collaborating with funds and insurers while maintaining high attention to detail and a proactive, skilled approach.
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📌 Financial Planning Admin & Client Services – Hybrid (North Sydney Council)
🏢 Harvest Employee Benefits
📍 North Sydney Council
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