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This is a featured job
Featured

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.
This is a featured job
Featured

Administrator - Investment

at Politis Investment Strategies

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary
  • Supportive team environment with friendly dedicated staff
  • Training and development provided
We are seeking a skilled administrator who thrives in a process driven role, suited to a proactive, skilled, and analytical thinker.
Listed one day ago

Senior Client Service Officer

at Fitzpatricks Private Wealth Central Coast

This is a Full time job

West Gosford, Gosford & Central Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to work with a leading Private Wealth Firm
  • Great culture, supportive, flexible working arrangements for the right person
  • Well-resourced support team, high employee retention, collaborative environment
Outstanding opportunity to support a Senior Financial Adviser and manage a small administration team to ensure the highest level of service.
1d ago
Listed thirteen 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.
13d ago
Listed one day 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
1d ago
Listed eleven hours ago

Senior Business Development Associate

at Mars Recruitment

This is a Full time job

Sydney NSW
$120000.00 - $140000.00 p.a. + Annual Bonus
subClassification: Account & Relationship Management
Account & Relationship Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a world leading investment management organisation
  • Hybrid office/ WFH environment
  • Excellent career growth opportunities and potential to earn bonus $
Seeking a senior Business Development Associate (Financial Intermediaries and Institutional sales) for a world leading investment management firm.
11h ago
Listed two days ago

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)
  • Surround yourself with people who inspire and challenge you!
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
We have an exciting Sydney based opportunity for a passionate person to join our Client Services team supporting our team of Financial Advisers!
2d ago
Listed nine 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!
9d ago
Listed eight days ago

Administrator - Investment

at Politis Investment Strategies

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary
  • Supportive team environment with friendly dedicated staff
  • Training and development provided
We are seeking a skilled administrator who thrives in a process driven role, suited to a proactive, skilled, and analytical thinker.
8d ago
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