Experienced Administration Officer

DGZ Financial Planning is looking for an experienced administration officer. You will assist in providing tailored financial advice, implementation, and compliance to a range of clients. In this position, you will be provided training with the intention for your role to cover the following:
Maintain compliance of client files Liaise with product providers i.e. super funds, investment providers, insurers Work closely with the financial planners Implementation of financial plans Industry experience and education are not required for this role, although they would be highly regarded. The ideal candidate will be an experienced administrator and exceptionally proficient in written and verbal communication, with a keen eye for detail to ensure a high level of industry compliance and client satisfaction.
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