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Financial Planning jobs in Mackay, QLD

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ADMINISTRATION - FINANCIAL PLANNING

Assisting the Review Team in document preparation. Contributing to continuous process improvement. Liaising with product providers and other third parties. Ensuring accuracy of client files and advice documents. Passionate attitud...

CompanyFinlinx Wealth
AddressMackay, QLD
CategoryAccounting & Finance
Date Posted a week ago See detail

Administration - Financial Planning

Finlinx Wealth

Mackay, QLD

Assisting the Review Team in document preparation. Contributing to continuous process improvement. Liaising with product providers and other third parties. Ensuring accuracy of client files and advice documents. Passionate attitud...

a week ago seen See more...

Administration - Financial Planning

Power2

Mackay, QLD

$60,000 - $70,000 a year

Assisting clients with both phone and email queries. Preparing files for client meetings and collating client review packs. Administration relating to implementation of client strategies plus processing applications. Managing work...

4 weeks ago seen See more...

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