Job Description
Are you a detail-oriented administrator looking for a new challenge? Can you maintain accurate client data in Fin365, set up new prospect clients, and prepare executive summaries?
If your answer is yes, then WE WANT YOU
We are looking for a Team Administrator who will help our team provide excellent service to our partners.
As a Team Administrator, Your Duties And Responsibilities Include
Manage accurate client data in Fin365, ensuring all private wealth and insurance details are up to date and correcting any discrepancies.
Facilitate client onboarding process by setting up new prospects in Fin365.
Support client review meetings by preparing concise financial summaries and generating required documents.
Generate and process forms for ongoing adviser fees, policy cancellations, and replacements.
Analyze advice documents to produce the necessary forms for implementing recommended strategies.
Assist with tax packs for Self-Managed Superannuation Funds (SMSFs) a...
If your answer is yes, then WE WANT YOU
We are looking for a Team Administrator who will help our team provide excellent service to our partners.
As a Team Administrator, Your Duties And Responsibilities Include
Manage accurate client data in Fin365, ensuring all private wealth and insurance details are up to date and correcting any discrepancies.
Facilitate client onboarding process by setting up new prospects in Fin365.
Support client review meetings by preparing concise financial summaries and generating required documents.
Generate and process forms for ongoing adviser fees, policy cancellations, and replacements.
Analyze advice documents to produce the necessary forms for implementing recommended strategies.
Assist with tax packs for Self-Managed Superannuation Funds (SMSFs) a...
Ready to Apply?
Take the next step in your AI career. Submit your application to DBA Advisory today.
Submit Application