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This is a featured job
Featured

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.
This is a featured job
Featured

Client Service & Administration Officer

at UNICA Wealth

This is a Full time job

Hobart TAS
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Attractive remuneration and flexibility, with career advancement opportunities.
  • Work with a highly experienced, supportive, friendly, diverse team.
  • Non-corporate model. We are proudly a privately owned, Tasmanian business.
If you are a happy, self-motivated, high achieving fast learner, with a can-do attitude we would love to meet with you! Come and join our team?
Listed sixteen hours ago

Client Services Officer | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$60k + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements with WFH offered after a settling in period
  • Career progression pathways in place to assist with your career journey
  • Outstanding company culture with regular social events
A respected financial planning firm based in the CBD are seeking an entry level CSO. Ideal position for someone who has just completed studies.
16h ago
Listed twelve 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.
12d ago
Listed nineteen hours ago

Client Service Officer | Sunshine Coast | $88k

at Jenner Recruitment Pty Ltd

This is a Full time job

Sunshine Coast QLD
$70,000 – $89,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $90k for the right person
  • Exceptional buiness in SE Qld Financial Planning industry
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
19h ago
Listed six days ago

Senior Client Services Administration - Financial Planning

at Recruitly

This is a Full time job

South Yarra, Melbourne VIC
Circa $100k
subClassification: Administrative Assistants
Administrative Assistants
classification: Administration & Office Support
(Administration & Office Support)
  • Bring your niche experience in Financial Planning Administration
  • Lovely boutique firm in central South Yarra
  • Flexibility to work from home 2-3 days a week!
Wealth management firm looking for an experienced CSA... fabulous Sth Yarra location, lovely team and flexibility to work from home 2-3 days a week!
6d ago
Listed six days ago

People & Culture Advisor | Rapidly Expanding Financial Services Firm

at Levyl Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Consulting & Generalist HR
Consulting & Generalist HR
classification: Human Resources & Recruitment
(Human Resources & Recruitment)
  • Dynamic role supporting the full employee lifecycle and senior business leaders!
  • Gain exposure to annual performance, engagement and remuneration cycles.
  • Enjoy a Brisbane CBD location, hybrid working, and competitive salary.
Amplify your exposure across the HR function and enhance your generalist skillset in a supportive, energetic team that fosters career progression.
6d ago
Listed one day ago

Multiple Opportunities within Financial Advice

at Momenta

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Currently looking for Expressions of Interest
  • Multiple positions across a range of experience levels within Financial Advice
  • Opportunity to work with a Major Wealth Advisory Group
Multiple opportunities within Financial Advice sector for experienced people interested in being part of a team for a Major Wealth Advisory Group.
1d ago
Listed fifteen hours ago

Financial Analyst

at IQVIA

This is a Full time job

North Sydney, Sydney NSW
subClassification: Analysis & Reporting
Analysis & Reporting
classification: Accounting
(Accounting)
  • IQVIA - Pioneer in data, tech, and analytics for healthcare
  • Data-driven insights, market trends analysis, financial forecasting skills
  • Unlock financial insights, drive business growth
As a Finance Analyst, you will be pivotal in supporting IQVIA’s financial planning and analysis activities.
15h ago
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