31 Aug
|
OzPlan Financial Services
|
Australia
31 Aug
OzPlan Financial Services
Australia
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.
The ideal candidate has 2–3 years in financial planning administration, solid attention to detail, and solid experience with Xplan and Microsoft Office.
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📌 Financial Planning Client Services Specialist Melbourne (Australia)
🏢 OzPlan Financial Services
📍 Australia