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Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
Listed twelve days ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
12d ago
Listed eight days ago

Portfolio Administrator

at EST10

This is a Full time job

Sydney NSW
$85,000 – $95,000 Package
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly regarded Wealth Management Firm
  • Join a well-established, boutique team with exceptional HNW clients!
  • Central CBD location
Join a prestigious firm as a Portfolio Administrator in their Sydney CBD office. This is a fantastic opportunity for future growth and development!
8d ago
Listed three hours ago

Financial Planning Administration

at Aspirations Wealth Group Pty Ltd

This is a Full time job

Miranda, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Aspirations Wealth offers a close-knit, collaborative work environment
  • Have an opportunity to build deep, personal relationships with clients
  • Potential for skill development and a supportive work environment
WHAT YOU LOVE: Teamwork. Professionalism. Customer focus. Writing well. Speed and accuracy. W
3h ago
Listed one day ago

Senior Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Thrive with a hybrid working arrangement structure!
  • Work for a company that develops and promotes its own talent!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
1d ago
Listed nineteen days ago

Client Services Officer - Health and Personal Injury

at Equity Trustees Limited

This is a Full time job

Sydney NSW
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • A warm, open, and supportive culture
  • Great central CBD location, Modern office fit-out
  • Flexible/Hybrid working environment
We are currently looking for a Client Support Officer to join our team and play a crucial role in supporting our Client Relationship Managers
19d ago
Listed six days ago

Junior Trader (July 2024 Start, Training in Chicago)

at Akuna Capital

This is a Full time job

Sydney NSW
subClassification: Stockbroking & Trading
Stockbroking & Trading
classification: Banking & Financial Services
(Banking & Financial Services)
  • A systematic educational program to help you develop quickly in trading domain
  • A global vision and work experience to extend your knowledge on global markets
  • A welcoming & supportive culture with a strong emphasis on collaboration&growth
A unique opportunity for you to start in Akuna Sydney office as a Junior Trader and join the trader training program in Chicago headquarters.
6d ago
Listed fifteen days ago

Custody Administrator

at Apex Fund Services Australia Pty Ltd

This is a Full time job

Sydney NSW
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great opportunity with a leading global financial services firm
  • Great CBD location
  • Ample opportunity to learn and grow in an excellent team culture.
Be part of a team within a global firm to liaise with various custodians by performing daily cash and asset reconciliations.
15d ago
Listed twenty two days ago

Financial Brokers Assistant

at Perigon Group Pty Limited

This is a Full time job

North Sydney, Sydney NSW
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • North Sydney Office location - flexible working times, mostly office-based
  • Great potential for learning and training in the industry, would suit a graduate
  • $80k + super
Our Boutique Private Wealth client is seeking a Broker Assistant with high attention to detail & the composure and confidence to liaise with clients
22d ago
Listed eight days ago

Client Relationship Assistant

at Link Group

This is a Full time job

Sydney NSW
subClassification: Account & Relationship Management
Account & Relationship Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career Growth: Continuous learning and skill development in financial services.
  • Supportive Work Environment: Inclusive culture valuing diversity and wellbeing.
  • Comprehensive Benefits: Superannuation, parental leave, wellness programs, disco
Join MUFG Corporate Markets as a Client Relationship Assistant to support CRMs and manage key relationships.
8d ago
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