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.
The ideal candidate has 2–3 years in financial planning administration, solid attention to detail, and solid experience with Xplan and Microsoft Office.
📌 Financial Planning Client Services Specialist Victoria
🏢 OzPlan Financial Services
📍 Victoria
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.