Part Time Client Service Officer – Financial Planning Brisbane

Part Time Client Service Officer – Financial Planning Brisbane

29 Aug
|
Retirewell Financial Planning
|
Brisbane

29 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 team-oriented, detail-oriented approach is essential.
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📌 Part Time Client Service Officer – Financial Planning Brisbane
🏢 Retirewell Financial Planning
📍 Brisbane

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