Client Service Officer - Financial Planning (Monday to Thursday 9am to 5pm)
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Robust organisational skills and time management skills
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Previous experience in the financial planning field would be an advantage.
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Be able to work unsupervised
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Tasks & responsibilities
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- Process applications for all new business
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- Follow up and chase outstanding tasks
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- Prepare and process documents for client appointments
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- Prepare review documents and Record of Advice documents for clients
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- 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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