Financial Services Coordinator

3 days ago

Newcastle, New South Wales, Australia beBeeAdministrative Full time $90,275 - $122,375
Job Description

We are seeking a skilled and experienced Financial Planning Administrator to join our team. The successful candidate will be responsible for supporting Financial Planners and Paraplanners with administration tasks involved in implementing advice services.

Key responsibilities include ensuring client information is up-to-date, processing new business within target/service level agreements, and collaborating with internal colleagues and external professionals such as providers, solicitors, and accountants.

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