Job Description
OzPlan Financial Services, a Melbourne-based financial planning practice, is seeking a Client Services Administrator to support advisers and the administration team. The role is office-based, with a minimum of 30 hours per week considered for the right candidate, offering exposure to superannuation, investments and insurance matters.
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The ideal candidate has 2–3 years in financial planning administration, robust attention to detail, and solid experience with Xplan and Microsoft Office.