At a Glance
- Tasks: Coordinate workflows and drive client engagement for timely financial advice implementation.
- Company: Join a fast-growing, privately owned financial firm in the Illawarra region.
- Benefits: Supportive environment with opportunities for career growth and development.
- Other info: Dynamic team atmosphere with a focus on collaboration and success.
- Why this job: Be the central hub connecting advisers and clients, making a real impact.
- Qualifications: Strong organisational skills and experience in client services or financial planning.
The predicted salary is between 63000 - 77000 $ per year.
Smart Financial is seeking two Key Administrators to join our Financial Planning team in the Illawarra region.
You’ll be the central hub between advisers, clients, providers and support teams, driving advice implementation and client engagement to ensure outcomes are timely and accurate.
Aligned with an adviser, you’ll coordinate workflows, monitor progress and keep multiple systems up to date, supporting career growth within our fast-growing, privately owned firm.
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Senior Client Services & Financial Planning Administrator in Warilla employer: Smart Financial
Smart Financial is an exceptional employer that fosters a supportive and energetic work environment in its Nowra office. With a strong emphasis on employee growth, comprehensive training, and a close-knit team atmosphere, you'll have the opportunity to develop your skills while contributing to meaningful client relationships. Enjoy the benefits of a small local office backed by a larger established business, ensuring a dynamic and rewarding career path as we continue to expand.
