At a Glance
- Tasks: Support financial planning and deliver exceptional client care to investment and superannuation clients.
- Company: Join Cimic Group, located on the stunning Northern Beaches.
- Benefits: Part-time hours with a 12-month contract and potential for extension.
- Other info: Opportunity to grow within a supportive team environment.
- Why this job: Gain valuable experience in finance while working in a beautiful location.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 29250 - 35750 $ per year.
Cimic Group on the beautiful Northern Beaches is seeking a Financial Planning Administration Support to join our team on a part-time basis (28 hours/week) with a 12-month contract and potential extension. You will deliver superb client care to Investment and Superannuation clients and provide back-office support to the Financial Planning team.
Key duties include:
- Managing client appointments
- Preparing LOAs
- Updating XPLAN
- Processing documents
- Maintaining compliance
Part-Time FP&A & Client Care Specialist in Sydney employer: Cimic Group
Sedgman Pty Limited is an exceptional employer, offering a dynamic and supportive work environment in Brisbane that prioritises employee growth and work-life balance. With a strong focus on professional development, innovation, and safety, Sedgman fosters a collaborative culture where every team member's contributions are valued, making it an ideal place for those seeking meaningful and rewarding careers in the mineral processing industry.
