When Financial Solutions Pty Ltd in Tamworth is seeking a Client Services and Administration Officer to be the first point of contact for clients. You will welcome clients, manage phones, appointments and adviser diaries, and prepare and format documents and paperwork.
You will keep client records accurate, support advisers so meetings run smoothly, and help grow the business with a proactive, discreet approach and a warm, skilled front desk presence.
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📌 Client Services Lead for Retirement Planning (Tamworth Regional Council)
🏢 When Financial Solutions
📍 Tamworth Regional Council
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