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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 ten 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.
10d ago
Listed eleven days ago

Separation Program Assistant - Separation Management Office

at Perpetual Services Pty Limited

This is a Full time job

Sydney NSW
Qualify for a range of exciting benefits
subClassification: Other
Other
classification: Banking & Financial Services
(Banking & Financial Services)
  • 14-month max term contract
  • Based in 123 Pitt Street, Sydney
  • ASAP commencement date
As Separation Program Assistant, you will provide a consistently high level of administrative and project support to key areas of the SMO
11d ago
Listed six 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!
6d ago
Listed seventeen 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
17d ago
Listed sixteen days ago

Contracts Administrator

at Paywise Pty Ltd

This is a Full time job

Chatswood, Sydney NSW
$70,000 – $85,000 per year
subClassification: Account & Relationship Management
Account & Relationship Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Positive company culture
  • Impactful work
  • Career advancement opportunities
Join us as a Contracts Administrator and drive impact, grow your career, and thrive in our dynamic, supportive culture. Make your mark with us today!
16d ago
Listed thirteen 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.
13d ago
Listed twenty 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
20d ago
Listed six 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.
6d ago
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