Donmont Capital Pty Ltd on the Gold Coast seeks an experienced Administration Lead to join our financial advice practice, focusing on implementing superannuation advice, processing applications, and adviser support.
You will work closely with advisers to ensure client advice is implemented accurately and efficiently, maintain CRM records, manage provider follow-ups, and handle annual reviews and general practice administration.
Administration Lead - Financial Advisory & Superannuation 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.
