Financial Planning Assistant | Client-Facing Admin Pro (Rockhampton Regional)

Financial Planning Assistant | Client-Facing Admin Pro (Rockhampton Regional)

24 Sep
|
Fitzroy Financial Advice
|
Rockhampton Regional

24 Sep

Fitzroy Financial Advice

Rockhampton Regional

Fitzroy Financial Advice Pty Ltd in Rockhampton, QLD is seeking a Financial Planning Assistant to support our financial planners and client service team on a full time or part-time basis. This role focuses on delivering organised administrative support and ensuring smooth day-to-day operations.

You will handle scheduling, client files, document processing, and CRM data entry while upholding regulatory standards and professional service.

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📌 Financial Planning Assistant | Client-Facing Admin Pro (Rockhampton Regional)
🏢 Fitzroy Financial Advice
📍 Rockhampton Regional

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