Centrelink Coordinator: Growth Path in Financial Planning

coastal advisory australia; Newcastle; Presencial; AUD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discounted Financial Advice

Complimentary Annual Tax Returns

Salary sacrificing for Novated Leases

Purchased leave options

Descripción de la vacante

Coastal Advisory Australia in Newcastle is seeking a Centrelink Coordinator to support clients and advisers with Centrelink applications, administration and ongoing inquiries, while building specialist knowledge across a broad range of client matters.

You’ll work alongside our Centrelink specialists and Financial Advisers to streamline processes, maintain accurate client records, and progress matters from initial intake to completion, with clear pathways for professional growth.

Formación

• 6–12 months of experience in financial planning, Centrelink, financial services or client administration.
• Strong communication with clients and internal stakeholders.
• Excellent accuracy and ability to manage priorities and follow established processes.

Responsabilidades

• Prepare and progress Centrelink applications, reviews and supporting documentation.
• Communicate with clients about information, documentation and application progress.
• Liaise with Centrelink and other relevant stakeholders.
• Maintain accurate client records and manage allocated matters through to completion.
• Support the Centrelink team with systems, processes and ongoing administration.

Conocimientos

Clear communication

Attention to detail

Prioritization & process

Descripción del empleo

Coastal Advisory Australia in Newcastle is seeking a Centrelink Coordinator to support clients and advisers with Centrelink applications, administration and ongoing inquiries, while building specialist knowledge across a broad range of client matters.

You’ll work alongside our Centrelink specialists and Financial Advisers to streamline processes, maintain accurate client records, and progress matters from initial intake to completion, with clear pathways for professional growth.