Keystone Wealth is seeking a detail-focused Implementation Associate to coordinate the delivery of financial advice strategies. You will work with advisers, product providers and internal teams to ensure client instructions are carried out accurately, efficiently and in line with requirements.
In this role you will coordinate implementations across superannuation, investments, insurance and retirement planning, verify documents, and use Keystone’s systems to support advice implementation.
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📌 Xplan Implementation Specialist Financial Services Sydney
🏢 Keystone Wealth
📍 Sydney
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