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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 two days ago

Customer Service Officer (CSO)

at Goals & Dreams Financial Planning Pty Ltd

This is a Full time job

Chermside, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Supportive and professional work environment with caring culture
  • Successful brand and ongoing retained clients
  • Opportunities for learning and growth
Ca you support a dynamic, highly skilled and successful Financial Planning team? Would you like to be based northside + dedicated parking?
2d ago
Listed more than thirty days ago

Receptionist - Financial Planning

at Bountiful Wealth

This is a Full time job

North Lakes, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Excellent opportunity for a Junior Receptionist!
  • One Friday off a month
  • Great team environment with energetic and supportive colleagues
We are a fast growing Company with a reputation to match and the role will be varied, busy and an integral part of the business.
30d+ ago
Listed four days ago

Member Service Officer, Coffs Harbour branch

at Newcastle Permanent Building Society

This is a Part time job

Coffs Harbour, Coffs Harbour & North Coast NSW
$29.72 per hour
subClassification: Banking - Retail/Branch
Banking - Retail/Branch
classification: Banking & Financial Services
(Banking & Financial Services)
  • Coffs Harbour branch
  • Comprehensive training & induction
  • Permanent part-time opportunity (Wednesday, Thursday & Friday 9am - 5pm)
Join an organisation committed to helping its customer and communities thrive!
4d ago
Listed one day 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.
1d ago
Listed twenty 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.
20d ago
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