19 Oct
|
Lawson Elliott Recruitment
|
Northern Beaches Council
19 Oct
Lawson Elliott Recruitment
Northern Beaches Council
Lawson Elliott Recruitment is seeking a Financial Planning Administration Support on the Northern Beaches of Sydney for a 12 month contract, part time with potential extension. You will deliver client care to investment and superannuation clients and provide back-office support to the Financial Planning and Administration teams.
Key duties include coordinating client appointments, checking LOA validity, updating XPLAN feeds, processing documentation, managing mail, and ensuring compliance.
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📌 Financial Planning Operations Lead – Part-Time (12m) (Northern Beaches Council)
🏢 Lawson Elliott Recruitment
📍 Northern Beaches Council