In-Demand Transport planner Jobs in Mascot, Nsw

Financial Planning Client Administration Assistant
Harvest Financial Group —North Sydney NSW
- $60,000 - $90,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
Quick Apply
2d
Transport Operations Planner
Transport For NSW —Eveleigh NSW
- $111,625 - $122,786 a year
- Weekend availability
- No degree
8d
Senior Officer - Transfers Planning - Container Parks - Oceania - APAC
DP World Australia Container Parks Pty Ltd —Port Botany NSW
- Full-time
- Management
- Analysis skills
- Communication skills
Quick Apply
8d
Allocations Planner
Boral —Sydney NSW
- Overtime
- Management
- Construction experience
- Employee assistance program
Principal Transport Planner
Transport For NSW —Milsons Point NSW
- $163,145 - $182,721 a year
- Full-time
7d
4PL Export Logistics Coordinator
Maersk —Sydney NSW
- Full-time
- Parental leave
Supply Chain Coordinator
Wellness Pet Company —Pymble NSW
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
Quick Apply
Associate Director, Drainage - Relocate to Perth!
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Relocation assistance
2d
Transport Engineer
AI Talent —Barangaroo NSW
- $70,000 - $120,000 a year
- 8 hour shift
- Hybrid work
- Analysis skills
- Presentation skills
- Bachelor's degree
- Work from home
- Opportunities for advancement
Quick Apply
Major Projects Director - Transport
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Engineering
- Leadership
10d
Project Manager (Technical Director) - Highways
AECOM —Sydney NSW
- Full-time
- Hybrid work
8d
Urban Planning Consultant
URBIS —Sydney NSW
- Full-time
- Parental leave
Quick Apply
8d
Sustainability Lead - Sydney
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Engineering
- Communication skills
ANZ Tunnelling Lead
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Construction experience
Environmental Impact Assessment Lead - Relocate to Townsville
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Budgeting
- Relocation assistance
Cost Planner
John Holland —Sydney NSW
- Parental leave
NSW Ecology Lead
Beca —Sydney NSW
- Full-time
- Leadership
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Director – Aviation Engineer
AECOM —Sydney NSW
- Full-time
- Hybrid work
- Construction experience
- Leadership
- Communication skills
8d
Drainage Engineer
AECOM —Sydney NSW
- Full-time
- Hybrid work
- AutoCAD
- Communication skills
Technical Director - Environmental Impact Assessment
GHD —Sydney NSW
- Part-time
- Hybrid work
- Business development

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transport planner jobs near mascot, nsw

Financial Planning Client Administration Assistant

Harvest Financial Group
North Sydney NSW

Quick Apply

Job Details

Full-time
$60,000 - $90,000 a year
2 days ago

Benefits

Work from home
Transportation links

Qualifications

Microsoft Word
CRM software
Financial planning
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
Education
Bachelor's degree
Organisational skills
Communication skills

Full Job Description

About Us

Harvest is a successful financial planning company based in North Sydney, Australia. As a privately owned business with our own Australian Financial Services Licence (AFSL), we are not aligned with any financial institution or product provider.

For over 23 years, we have specialised in personal financial planning, corporate superannuation, retirement planning, and personal insurance advice. We partner with some of Australia's leading national and international organisations, helping employers and employees build, protect and manage their wealth throughout every stage of life.

At Harvest , our mission is simple: to help our clients sow, nourish and harvest their wealth.

About the Role

We are seeking organised and detail-oriented Financial Planning Administration Assistant to join our professional and friendly team based in North Sydney.

This is an excellent opportunity for an experienced financial planning administrator who enjoys client interaction, , and is looking to build a long-term career within the financial advice industry.

Working closely with our Senior Financial Planner, you will play a key role in supporting the advice process, ensuring a high level of client service, and assisting with the implementation and ongoing management of client strategies.

Key Responsibilities

Provide administrative support to the Senior Financial Planner throughout the advice process.
Prepare and process client documentation and correspondence.
Manage client communications, appointments and meeting coordination.
Maintain and update client records within Xplan.
Assist in the preparation of Records of Advice (ROAs), annual review documentation and client reports.
Coordinate advice implementation, including superannuation, investment, pension and insurance recommendations.
Prepare fee disclosure statements and ongoing fee renewal documentation.
Manage annual review workflows and client follow-up activities.
Liaise with superannuation funds, insurers, investment and other external stakeholders.
Respond to client enquiries in a professional and timely manner.
Assist with practice administration and business improvement initiatives.
Work collaboratively with advisers and administration staff to deliver exceptional client outcomes.

Skills and Experience

To be successful in this role, you will have:

Previous experience in a financial planning administration or client services role (essential).
Exposure to SMSFs and superannuation administration.
RG146 qualifications (or working towards completion).
Strong organisational skills with the ability to manage multiple priorities.
High attention to detail and accuracy.
Exceptional written and verbal communication skills.
A proactive, positive and professional attitude.
Strong problem-solving skills and ability to work independently.
Advanced Microsoft Office skills, including Word, Excel and Outlook.
Experience using Xplan CRM (essential).
Experience working with employer superannuation funds such as Colonial First State, Insignia Financial (IOOF), Mercer, MLC or similar providers is highly desirable.
The ability to work effectively within a collaborative team environment.

What We Offer

Ongoing professional development and opportunities.
Supportive and collaborative team culture.
Exposure to a broad range of financial planning, superannuation and insurance advice strategies.
Modern North Sydney office conveniently located close to public transport and the Sydney Metro.
Hybrid working arrangements available following successful completion of the probation period.
Opportunity to work with a well-established business servicing leading Australian and global organisations.

Why Join Harvest ?

At Harvest , you'll be part of a close-knit and experienced team that genuinely values client relationships, professional excellence and personal development. If you're looking for a rewarding career in financial planning and enjoy making a positive difference in clients' financial lives, we'd love to hear from you.

Pay: $60,000.00 – $90,000.00 per year

Benefits:

Work from home

Education:

Bachelor Degree (Preferred)

Experience:

Financial Planning Support: 2 years (Preferred)
Xplan (IRESS): 1 year (Preferred)
Self-Managed Super Funds: 1 year (Preferred)

Work Authorisation:

Australia (Required)

Work Location: In person

Quick Apply

Refine Your Search

transport planner jobs in mascot, nsw

Financial Planning Client Administration Assistant

Transport Operations Planner

Senior Officer - Transfers Planning - Container Parks - Oceania - APAC

Allocations Planner

Principal Transport Planner

4PL Export Logistics Coordinator

Supply Chain Coordinator

Associate Director, Drainage - Relocate to Perth!

Transport Engineer

Major Projects Director - Transport

Project Manager (Technical Director) - Highways

Urban Planning Consultant

Sustainability Lead - Sydney

ANZ Tunnelling Lead

Environmental Impact Assessment Lead - Relocate to Townsville

Cost Planner

NSW Ecology Lead

Director – Aviation Engineer

Drainage Engineer

Technical Director - Environmental Impact Assessment

I want to receive the latest job alert for transport planner in mascot, nsw

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