Senior Financial Services Coordinator
1 week ago
Our team at Marsh Pty Ltd is seeking a highly skilled individual to fill the role of Senior Financial Services Coordinator. This position will be based in Brisbane and will involve working on a 12-month, fixed-term contract with a minimum requirement of three days per week in the office.
This role will act as a critical link between clients and financial advisors, ensuring an outstanding client experience while maintaining compliance standards. As a Senior Financial Services Coordinator, you will be responsible for managing a variety of tasks including preparing Wealthsolver and Projections, supporting advisers in completing paraplanning requests and Advice Documents, and serving as a contact for client inquiries and service needs.
We are looking for someone who has a minimum of 5 years of experience in a financial planning or wealth management role, preferably with knowledge of Xplan, Salesforce, and MS Office Suite. The ideal candidate will also have strong understanding of financial products, services, and industry regulations, as well as RG146 compliance.
Key responsibilities include:
- Preparing and processing financial planning documents, applications, and client reviews
- Managing client schedules, meeting preparation, and follow-up actions
- Handling compliance requirements, including maintaining accurate records and documentation
The salary for this role is estimated to be around $85,000 - $110,000 per year, depending on experience and qualifications. We offer a range of benefits including professional development opportunities, interesting work, and supportive leaders. Our company culture is vibrant and inclusive, with talented colleagues and opportunities for career growth.
Marsh McLennan is committed to creating a diverse and flexible work environment, with a focus on hybrid work arrangements that balance remote work with in-office collaboration and professional development. All employees are expected to be in their local office or working onsite with clients at least three days per week.
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