18 Oct
|
MST Advisors
|
City of Wollongong
18 Oct
MST Advisors
City of Wollongong
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 strong communication, organisation, and teamwork, with a focus on client service excellence and effective execution of advisory
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📌 Portfolio Implementation Specialist (City of Wollongong)
🏢 MST Advisors
📍 City of Wollongong