Senior Client Services & Financial Planning Administrator

Senior Client Services & Financial Planning Administrator

Smart Financial | Warilla, New South Wales, AU

Posted 18 days ago

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Description

Smart Financial is seeking two Key Administrators to join our Financial Planning team in the Illawarra region. You’ll be the central hub between advisers, clients, providers and support teams, driving advice implementation and client engagement to ensure outcomes are timely and accurate.

Aligned with an adviser, you’ll coordinate workflows, monitor progress and keep multiple systems up to date, supporting career growth within our fast-growing, privately owned firm.


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