Part-Time Client Service Officer - Financial Planning (Queensland)

Part-Time Client Service Officer - Financial Planning (Queensland)

28 Aug
|
Retirewell Financial Planning
|
Queensland

28 Aug

Retirewell Financial Planning

Queensland

Job Description
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.
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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.

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

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