20 Oct
|
Lawson Elliott Recruitment
|
New South Wales
20 Oct
Lawson Elliott Recruitment
New South Wales
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) (New South Wales)
🏢 Lawson Elliott Recruitment
📍 New South Wales