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Financial management advisor

Perth
beBee Careers
Posted: 15 June
Offer description

In this role, you will be responsible for managing the financial affairs of clients who are unable to make decisions due to various reasons.

You will work closely with clients, their families, and other stakeholders to understand their needs and develop effective financial management strategies.

The role involves administering trusts, managing deceased estates, and providing wills and enduring powers of attorney services.

As a specialist in this field, you will have the opportunity to make a positive impact on people's lives and contribute to the growth and development of our organization.

The ideal candidate will have excellent communication and interpersonal skills, as well as a strong analytical and problem-solving ability.

A high level of discretion and confidentiality is also essential, given the sensitive nature of the work.

We are committed to creating a workplace culture that values diversity and inclusion, and we actively promote the employment of people from diverse backgrounds.

If you are a dedicated and compassionate individual who is passionate about delivering exceptional service, we encourage you to apply for this challenging and rewarding role.

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