Financial Planning Administrator - North Sydney
Listed 30 Apr
Sydney - North
- Wealthy Clients
- Work with Senior Adviser
Key Responsibilities:
1) Prepare e-newsletters
2) Maintain client database
3) Prepare client documentation
4) Client Liaison and Administration
5) Correspondence with Product Providers
6) Coordinate Insurance Underwriting
7) Basic researching
8) Deal with client phone and face-to-face queries
9) Attend Meetings if required
10) Assist Senior Adviser with client work
Location - North Sydney
20 hours per weekJob Classification
- Work Type: Casual
- Family Friendly Criteria: Flexible working hours, Other family friendly workplace policies
- Industry: Banking, finance and investment
- Position: Financial Planning
Salary Information
Hourly Rate: $21- $25 per hour
Additional Salary Info: super + bonus potential
Contact Information
Advertiser: Arcadian Private Wealth
Alex Cook02 9965 3711
You must have the right to work in Australia to apply for this job.
