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.
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.
📌 Part Time Client Service Officer Financial Planning Queensland
🏢 Retirewell Financial Planning
📍 Queensland
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