27 Oct
|
The Living
|
Sydney
The Living Company on the beautiful Northern Beaches of Sydney is seeking a part time Financial Planning Administration Support for a 12-month contract. The role involves client care and back-office support for our Financial Planning and Administration teams, with potential to extend or progress.
It is based on a adaptable schedule across 4 or 5 days. You will manage client appointments, LOA checks, data updates in XPLAN, insurance details and file processing to ensure smooth service for
📌 Strategic Fp&a Manager Sydney
🏢 The Living
📍 Sydney