MST Advisors, a boutique financial advisory group based in Wollongong, seeks a Client Portfolio Officer to support the Advisory teams with timely delivery of personalised client service. You will handle data entry in Xplan, assist with documentation and meeting materials, and liaise with third parties while maintaining accurate records.
The role emphasizes solid communication, organisation, and teamwork, with a focus on client service excellence and efficient execution of advisory
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📌 Portfolio Implementation Specialist (City of Wollongong)
🏢 MST Advisors
📍 City of Wollongong
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