Fiscal Operations Coordinator

21 hours ago


NewcastleMaitland, Australia beBeeFiscal Full time $55,000 - $85,000
Job Title: Fiscal Operations Coordinator About the Role:We are seeking a highly skilled Fiscal Operations Coordinator to support our financial planners and paraplanners with administrative tasks.The successful candidate will ensure client information is up-to-date and they have everything needed to deliver exceptional service. Main Responsibilities:
  • Manage new business application processes efficiently.
  • Process new business within agreed timeframes.
  • Maintain effective relationships with providers and third-party service providers.
  • Collaborate and communicate effectively with internal teams and external professionals.
  • Action Letters of Authority as required.
 Key Requirements:

To be successful in this role, you will need excellent communication and organizational skills, with the ability to work collaboratively as part of a team.

You will also require strong attention to detail and the ability to manage multiple priorities effectively.

 What We Offer:

This is an excellent opportunity for a motivated and organized individual to join our dynamic team and contribute to delivering high-quality advice services to clients.

We offer a supportive and collaborative working environment, with opportunities for professional growth and development.

Please note that we do not disclose company budgets or financial details. If you have any questions about the role, please reach out to us via email or phone call.

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