Sharp & Carter is seeking an experienced financial planning administrator to join a professional team providing tailored wealth management and financial advice. You will support Financial Advisers and clients, handling end-to-end administration, documentation, reviews and ongoing service delivery.
The role emphasizes accuracy, proactive service, and the ability to manage multiple files while maintaining high standards. Experience with Xplan and strong MS Office skills are preferred.
Wealth Management Client Services Specialist in Melbourne employer: Sharp & Carter
At Sharp & Carter, we pride ourselves on fostering a dynamic work culture that values collaboration and professional growth. As a Group Accountant, you'll enjoy a supportive environment that encourages innovation and offers opportunities for career advancement, all while working in the vibrant landscape of Australia. Our commitment to employee well-being and development makes us an exceptional employer for those seeking meaningful and rewarding careers.
