Financial Administrator jobs in Melbourne, VIC
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CLIENT SERVICES ADMINISTRATOR- FINANCIAL PLANNING- DREAM JOB!!!
Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...
| Company | Launchtwo People |
|---|---|
| Address | Melbourne, VIC |
| Category | Accounting & Finance |
| Date Posted | 2 weeks ago See detail |
Client Services Administrator- Financial Planning- Dream Job!!!
Launchtwo People
Melbourne, VIC
Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...
2 weeks ago seen See more...
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Client Services Administrator ? Financial Planning
Atlamgroup
Melbourne, VIC
Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have...
a month ago seen See more...
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Customer Service Administrator Financial Services
Atlamgroup
Melbourne, VIC
Full time, Permanent Role for Recent Graduates $65,000 Salary Package About Our Client Our client is a leading name in the Financial Services industry, specialising in insurance solutions. Renowned for their commitment to excellen...
2 months ago seen See more...
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Customer Service Administrator Financial Services
Page Personnel Recruitment
Melbourne, VIC
$65,000 - $65,000 a year
Located in the CBD, you will be responsible for delivering outstanding Customer Service to customers in through inbound and outbound calls and administration tasks, ensuring prompt resolution of queries and maintaining high client...
2 months ago seen See more...
Customer Service Administrator Financial Services
Page Personnel
Melbourne, VIC
$65,000 Package
Located in the CBD, you will be responsible for delivering outstanding Customer Service to customers in through inbound and outbound calls and administration tasks, ensuring prompt resolution of queries and maintaining high client...
2 months ago seen See more...
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Client Services Administrator - Financial Planning
Recruitly
South Yarra, VIC
Circa $75k to $90k
Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...
a month ago seen See more...
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