Financial Planning Assistant Client Facing Admin Pro Rockhampton (Australia)

Financial Planning Assistant Client Facing Admin Pro Rockhampton (Australia)

25 Sep
|
Fitzroy Financial Advice
|
Australia

25 Sep

Fitzroy Financial Advice

Australia

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 skilled service.
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📌 Financial Planning Assistant Client Facing Admin Pro Rockhampton (Australia)
🏢 Fitzroy Financial Advice
📍 Australia

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