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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 eleven minutes ago

Financial Services – Administration Assistant / Client Relations / Paraplanning

at The Wealth Connection

This is a Full time job

Austinmer, Wollongong, Illawarra & South Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Enviable Lifestyle Location in the heart of stunning Austinmer
  • Boutique Financial Advice Business
  • Young, Energetic Team
Live and work in an enviable lifestyle location with a young, energetic boutique Financial Advice and Mortgage Broking Team.
11m ago
Listed one day ago

Payments Specialist

at UBS

This is a Full time job

Sydney NSW
subClassification: Settlements
Settlements
classification: Banking & Financial Services
(Banking & Financial Services)
  • Global Investment Bank
  • High performance culture
  • CBD Location
You will work very closely with internal partners from Front Office, Market / Location Business Man-agers, Processing Team, Audits M&T and IT.
1d ago
Listed three hours ago

Customer Advisor - Hills District & Sydney West (Monday to Friday)

at NAB

This is a Part time job

Baulkham Hills, Sydney NSW
subClassification: Banking - Retail/Branch
Banking - Retail/Branch
classification: Banking & Financial Services
(Banking & Financial Services)
  • Your high energy and passion for excellent customer service will see you thrive
  • Showcase your passion for amazing customer service in this Customer Advisor role
  • Outstanding opportunity to build and progress your career
Your high energy and passion for excellent customer service will see you thrive in this role
3h ago
Listed seven 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!
7d ago
Listed four 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.
4d ago
Listed six hours 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!
6h ago
Listed twenty three 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.
23d ago
Listed five 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?
5d ago
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