Client Services Administrator — Financial Planning Support (Williamstown)

Client Services Administrator — Financial Planning Support (Williamstown)

18 Aug
|
OzPlan Financial Services
|
Williamstown

18 Aug

OzPlan Financial Services

Williamstown

OzPlan Financial Services in the Eastern Suburbs of Melbourne is seeking a Client Services Administrator to support Advisers and the Paraplanning Team, delivering a seamless client experience in a full time, office-based role. A minimum of 30 hours per week may be considered for the right applicant.

You will handle client administration across superannuation, investments, insurance and related advice matters, maintain client records in Xplan, liaise with providers, and support the preparation

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📌 Client Services Administrator — Financial Planning Support (Williamstown)
🏢 OzPlan Financial Services
📍 Williamstown

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