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.
#J-*****-Ljbffr
📌 Financial Planning Operations Lead – Part-Time (12M) (New South Wales)
🏢 Lawson Elliott Recruitment
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.