Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm) (New South Wales)

Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm) (New South Wales)

05 Aug
|
Hunter Wealth Management
|
New South Wales

05 Aug

Hunter Wealth Management

New South Wales

Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm)

Strong organisational skills and time management skills

Previous experience in the financial planning field would be an advantage.

Be able to work unsupervised

Tasks & responsibilities

- Process applications for all recent business
- Follow up and chase outstanding tasks
- Prepare and process documents for client appointments
- Prepare review documents and Record of Advice documents for clients
- Take client enquires and process requests

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📌 Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm) (New South Wales)
🏢 Hunter Wealth Management
📍 New South Wales

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