04 Nov
|
Sharp & Carter
|
Melbourne
04 Nov
Sharp & Carter
Melbourne
Sharp and Carter in Melbourne is seeking an experienced financial planning administrator to deliver exceptional client service while supporting advisers and the administration team. You will handle end-to-end administration, implement advice, prepare reports, and maintain client records with high accuracy and timeliness.
You will collaborate with Financial Advisers, manage diaries and inquiries, and contribute to process improvements, using Xplan and MS Office with solid organisational skills.
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📌 Financial Planning Client Services Specialist (Melbourne)
🏢 Sharp & Carter
📍 Melbourne