Morgans Financial jobs

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DEALER'S ASSISTANT / ADMINISTRATOR

Managing the client account opening process. Preparation of statements of advice, client file management and record keeping activities. Using Morgans internal CRM, Salesforce and IRESS systems and assisting advisers to maintain a...

CompanyMorgans Financial
AddressOrange, NSW
CategoryAdministrative
Date Posted 28 minutes ago See detail

Dealer's Assistant / Administrator New

Morgans Financial

Orange, NSW

Managing the client account opening process. Preparation of statements of advice, client file management and record keeping activities. Using Morgans internal CRM, Salesforce and IRESS systems and assisting advisers to maintain a...

Receptionist New

Morgans Financial

Darwin, NT

Answering incoming calls from clients and assisting where possible. Take accurate messages in a courteous, friendly and professional manner. Welcome clients to the office, arranging tea and coffee for meetings and keeping meeting...

Digital Marketing Coordinator| 14mth - Fixed Term Maternity Leave contract

Morgans Financial

Brisbane, QLD

Work with our internal and external stakeholders relating to Digital Marketing queries across the network. Support the marketing team with strategy development. Responsible for all Digital Marketing channels, paid search, SEO, dis...

Financial Planning Assistant

Morgans Financial

Darwin, NT

At least 2 years recent administration experience; previous roles such as Executive/Personal Assistant will be highly regarded, as will financial services experience. Ability to work well in a close-knit team, as well as autonomou...