Montara Wealth jobs
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CLIENT SERVICES OFFICER - MONTARA WEALTH
Provide admin support to the Paraplanner and Senior Financial Planner, including preparation and submission of application forms. Work with the Financial Advisor& Paraplanner to construct the advice for clients. Liaise with the o...
| Company | Montara Wealth |
|---|---|
| Address | Sydney, NSW |
| Category | Accounting & Finance |
| Salary | $50,000 - $75,000 a year |
| Job type | Full time |
| Date Posted | a month ago See detail |
Client Services Officer - Montara Wealth
Montara Wealth
Sydney, NSW
$50,000 - $75,000 a year
Provide admin support to the Paraplanner and Senior Financial Planner, including preparation and submission of application forms. Work with the Financial Advisor& Paraplanner to construct the advice for clients. Liaise with the o...
a month ago seen See more...
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