Coastal Advisory Australia Pty Ltd in Brisbane seeks an Associate, Technical Services to support Financial Advisers by turning strategies into client outcomes. You will coordinate SOAs and ROAs, align advice with regulatory requirements, and liaise with product providers and support teams.
This role rewards detail, accuracy, and problem solving. You will maintain client records in Xplan, help with portfolio reports, and identify process improvements while delivering high-quality financial
Financial Advice Support Specialist — SOA/ROA in Brisbane employer: Coastal Advisory Australia Pty Ltd
Coastal Advisory Australia is an exceptional employer located in Newcastle, NSW, offering a vibrant work culture that prioritises collaboration and employee engagement. As a Talent Acquisition Coordinator, you'll have the opportunity to shape the candidate experience while contributing to a supportive team environment that fosters professional growth and innovation. With a focus on building talent pipelines and enhancing employee experiences, Coastal provides a meaningful career path in People & Culture, making it an ideal place for those passionate about recruitment and human resources.
Contact Details:
Coastal Advisory Australia Pty Ltd Recruitment Team
