project administration - financial planning in Sydney CBD

Sydney CBD, New South Wales
job type
AU$ 30 per hour
reference number
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job description

Full Job Description

Our client is an international bank based in the heart of the CBD. This is a fantastic opportunity for you to join the Wealth Managment team as a Project Co-Ordinator/Strong administrator on a full-time, 12-month contract (with the potential to extend). The ideal candidate will have at least 1 year's experience and exposure within Financial Planning or a CSC organisation and a solid understanding of the operations and advice processes.


  • Locate and prepare client files for scanning into COIN for Case Managers to review
  • Initial data entry for Case Managers
  • Assessing file for missing information
  • Ensure all actions adhere to all regulatory requirements
  • Book client appointments for contact as required
  • Prepare and send client correspondence/letters
  • Preparation of data for Reporting
  • Allocation of work across a team of case managers

Your Experience

  • At least 1 year recent experience in Financial Planning or Financial Services industry
  • Good understanding around the operations of a financial planning practice and advice processes
  • An appreciation of regulatory requirements for financial planners
  • Excellent written and verbal communication and reporting skills
  • Excellent organization skills with keen attention to details
  • Ability to self-manage and interact with stakeholders
  • Good verbal and written communication skills
  • Excellent attention to detail
  • The desire to work within a fast pace environment.
  • A want for a career in banking
  • You must be an Australian Resident or Citizen
  • You must have a clear criminal and credit history

Please press the APPLY button now to be considered for this opportunity or call 0282151038 for more information.


financial planning, administration, coordination
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