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.
n
The ideal candidate has 2–3 years in financial planning administration, robust 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.