Part-Time Client Service Officer – Financial Planning (Brisbane)

Part-Time Client Service Officer – Financial Planning (Brisbane)

28 Aug
|
Retirewell Financial Planning
|
Brisbane

28 Aug

Retirewell Financial Planning

Brisbane

Retirewell Financial Planning Pty Ltd, a respected boutique financial planning firm in Brisbane's inner CBD, is seeking a part time Client Service Officer to support Senior Planners.
The role is 25 hours per week, 9 am to 2 pm, Monday to Friday, in the office.You will handle client communications, records, review preparation, and data entry in XPlan, with exposure to Macquarie Wrap.
A collaborative, detail-oriented approach is essential.
#J-*****-Ljbffr

📌 Part-Time Client Service Officer – Financial Planning (Brisbane)
🏢 Retirewell Financial Planning
📍 Brisbane

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