Coastal Advisory Australia Pty Ltd – Melbourne VIC is seeking an experienced Associate, Technical Services to join our Client & Technical Services team. You will work with Financial Advisers to transform advice strategies into high-quality client outcomes.
This role focuses on preparing SOAs and ROAs, coordinating implementations across superannuation, investments, insurance and pensions, and maintaining accurate client records in Xplan and Wealth Central.
Technical Services Associate - Financial Advice Support in Melbourne 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.
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Coastal Advisory Australia Pty Ltd Recruitment Team
