Administrative Support Officer – Financial Planning
vor 3 Wochen
Cambio Groupis a well-established financial services business located in Bundall. We are currently seeking an experienced and enthusiastic individual to fill the role as an Administrative Support Officer. In this role you will effectively provide comprehensive administrative support to the Financial Planning team and client base. What’s in it for you? Join a fast-growing company with a relaxed culture built on mutual trust and respect Ongoing support and training Social events throughout the year to network and build team culture Great office hours – Monday to Friday 8am – 4pm including two work from home days a week Your birthday off each year as a gift from us Your own allocated undercover parking About You Minimum 3 years’ experience in an administration role (previous financial services experience not necessary) High level of administration skills Good communication skills and ability to build rapport Ability to prioritise and manage multiple tasks You enjoy working in a small and dynamic team & thrive in a busy environment If you have the skills and experience and would like to be a member of our team, please apply by submitting your resume and a brief covering letter. Please note only applicants short listed for an interview will be contacted. Remuneration will be based on applicant’s level of expertise. Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad. #J-18808-Ljbffr
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Client Services/Administration officer
vor 2 Wochen
Gold Coast City, Österreich Sovereign Wealth Financial Pty VollzeitWe're seeking a detail-focused Client Services Officer to support our financial planning practice in Runaway Bay . This role suits someone who takes pride in accuracy, organisation, and delivering excellent client service. About the Role You'll provide administrative and client support to ensure the smooth delivery of financial advice and services. Working...
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Financial Planning
vor 20 Stunden
Gold Coast City, Österreich at VollzeitWe are a well-established financial planning firm seeking an experienced Senior Client Service Officer that is ready to step into a broader Client Services Manager role. This position oversees client administration, adviser support, insurance workflows, and CRM/task management. ABOUT THE ROLE Manage client onboarding, SOA/ROA implementation, and review...
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Financial Planning Assisstant
vor 3 Wochen
Gold Coast City, Österreich Pinnacle Partners Wealth Management VollzeitFinancial Planning Assistant – Pinnacle Partners Wealth Management (Gold Coast, QLD) Location: Gold Coast, QLDWork type: Full-time or Part-time (flexibility available for students, graduates or semi retired.)Salary: $60,000 – $85,000 + super (pro rata for part-time) – Based on experience and qualifications About Us We’re a growing Gold Coast–based...
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Paraplanner/Client Services Officer
vor 3 Wochen
City of Melbourne, Österreich Advance Financial Planning VollzeitFinancial Adviser at Advance Financial Planning The position suits someone with Paraplanning experience or someone who is motivated to take their career in financial services to the next level. A preference for 2 years' previous experience in a financial planning practice is required. About the role As an integral part of our advice practice, your...
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Financial Planning Associate
vor 20 Stunden
City of Melbourne, Österreich E&P Financial Group VollzeitE&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions An unwavering focus...
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Administrative Officer
vor 2 Wochen
Gold Coast City, Österreich Bennett + Bennett VollzeitAre you a focused individual looking for an exciting new opportunity? Do you aspire to work with a reputable company, where you can further develop your skills? Bennett + Bennett is currently seeking an experienced and motivated Administration Officer to be part of our innovative, dynamic and growing administrative team. This role will be based in our Gold...
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Gold Coast City, Österreich seek.com.au VollzeitA boutique financial planning firm is seeking a Client Services Officer to enhance client experience. Responsibilities include managing client relationships, ensuring compliance, and supporting advisers. Ideal candidates have at least 1 year of related experience and strong organizational skills. The firm offers a great work-life balance, a supportive team,...
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Gold Coast City, Österreich Pinnacle Partners Wealth Management VollzeitA financial planning firm in Gold Coast is seeking a Financial Planning Assistant to support advisers in delivering quality client outcomes. The role offers experience in the advice process with strong pathways for career progression into a Financial Adviser position. Ideal candidates have a genuine interest in financial planning and experience with CRM...
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Financial Adviser
Vor 5 Tagen
Gold Coast City, Österreich Toro Wealth VollzeitTo apply please email your resume to Overview Toro Wealth specialises in retirement planning advice for year-olds, providing strategic guidance with minimal product recommendations. Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team. What You'll Get in Return A fun and supportive work...
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Administrative Officer: Drive Project Support
vor 2 Wochen
Gold Coast City, Österreich Bennett + Bennett VollzeitA reputable surveying firm located in Gold Coast City is seeking an experienced Administration Officer to provide vital support to project managers and the administrative team. The ideal candidate has strong organizational skills, proficient use of Microsoft Office, and experience in administrative roles, preferably within the surveying or construction...
