Sharp & Carter is seeking an experienced financial planning administrator to join a skilled team providing tailored wealth management and financial advice. You will support Financial Advisers and clients, handling end-to-end administration, documentation, reviews and ongoing service delivery.
The role emphasizes accuracy, proactive service, and the ability to manage multiple files while maintaining high standards. Experience with Xplan and robust MS Office skills are preferred.
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📌 Wealth Management Client Services Specialist Melbourne (Australia)
🏢 Sharp & Carter
📍 Australia
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