Donmont Capital is seeking an experienced and highly organised Administration Lead to join our financial advice practice.
This is an all-round administration role with a strong focus on superannuation implementation, client communication and adviser support. You'll work closely with our advisers to ensure client advice is implemented accurately and efficiently, while managing applications, provider follow-ups, client records, annual reviews and general practice administration.
Key responsibilities will include implementing superannuation advice, processing applications and rollovers, liaising with super funds and platforms, managing outstanding requirements, maintaining accurate CRM records, supporting advisers with client administration, and ensuring implementation tasks are followed through to completion.
We're looking for someone who takes ownership of their work, has excellent attention to detail and enjoys keeping things organised and moving. Previous experience within a financial advice or financial planning practice is highly regarded.
Administration Lead - Financial Advice in Gold Coast employer: Donmont Capital Pty Ltd
Donmont Capital is an exceptional employer located in the vibrant Gold Coast, offering a supportive and collaborative work environment where employees can thrive. With over 20 years of experience in financial advice, we prioritise employee growth through ongoing training and development opportunities, while fostering a culture that values high-quality client service and teamwork. Join us to take ownership of your role and make a meaningful impact in the lives of our clients.
