Financial Planning Admin & Client Services - Hybrid (Sydney)

Financial Planning Admin & Client Services - Hybrid (Sydney)

30 Sep
|
Harvest Employee Benefits
|
Sydney

30 Sep

Harvest Employee Benefits

Sydney

Job Description
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, qualified approach.
#J-*****-Ljbffr

📌 Financial Planning Admin & Client Services - Hybrid (Sydney)
🏢 Harvest Employee Benefits
📍 Sydney

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