Keystone Wealth is seeking an administrative support professional to serve as the primary contact for client queries and manage routine requests. You will handle account updates, document submissions, and transaction processing while keeping meticulous client records.
In this role, you will schedule meetings, support the implementation of advice with documentation, and assist with office administration to maintain presentable client-facing spaces.
Client Services Specialist in Sydney employer: Keystone Wealth
Keystone Wealth offers a collaborative and values-led working environment, providing employees with exposure to the end-to-end financial advice process. The company emphasizes ongoing development across systems, processes, and regulatory requirements, making it an attractive place for those looking to build a long-term career in financial planning. With opportunities for professional growth and a supportive team culture, Keystone Wealth is committed to fostering employee success.
