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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 five hours ago

Client Services Officer

at Findex

This is a Full time job

Albury, Albury Area NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
  • Surround yourself with people who inspire and challenge you!
We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers.
5h ago
Listed more than thirty days ago

Client Administration Officer

at The Engaged Space

This is a Full time job

Adelaide SA
$65,000 – $75,000 per year
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Permanent full time role (potential to consider part time)
  • Ability to attend conferences, training and development opportunities
  • Office relocating to Adelaide CBD location
Utilise your strong administrative, information management and high level of organisation skills to support clients finance their needs.
30d+ ago
Listed one day ago

Finance Administrator

at Hickinbotham

This is a Full time job

Hackney, Adelaide SA
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join SA's largest and longest established building and development group
  • Stimulating and exciting career opportunity
  • Work with team where you receive recognition and reward for your hard work
Opportunity to join the most successful, and highest-earning, Finance Administrator in the industry. Want to join SA's best sales team? Apply Now!
1d ago
Listed five hours 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!
5h ago
Listed six 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.
6d ago
Listed five days ago

First Nations Business Traineeship

at MEGT

This is a Full time job

Moonee Ponds, Melbourne VIC
subClassification: Banking - Retail/Branch
Banking - Retail/Branch
classification: Banking & Financial Services
(Banking & Financial Services)
  • Earn While you Learn!
  • Get Paid to Study - Certificate III in Business
  • Great culture and supportive team environment!
Aboriginal and/or Torres Strait Islander Full-time Business Traineeship Opportunity, develop administration and customer service skills.
5d ago
Listed five days ago

Administration Officer

at Daimler Truck Financial Services Australia Pty Ltd

This is a Contract/Temp job

Mulgrave, Melbourne VIC
subClassification: Account & Relationship Management
Account & Relationship Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Global Company
  • Great Culture & Benefits
  • Collaborative Environment
Daimler Truck Financial Services has an exciting new opportunity for an energetic and driven Administration Officer for a 12 month fixed term period.
5d ago
Listed one hour ago

Financial Planning Assistant

at Insignia Financial Ltd

This is a Full time job

Melbourne VIC
$80,000 inclusive of super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid working - 3 days in the office (anchor day is Tuesday)
  • Enjoy an Insignia Day, an extra day off a year to take whenever you choose
  • No experience required, full training provided
Are you a recent grad looking to get into the financial planning world? This could be the role for you
1h ago
Listed eight days ago

Client Service Officer | Brisbane | $90k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $95k for the right person
  • Exceptional financial planning business within Brisbane
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
8d ago
Listed seven 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!
7d ago
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