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

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

25 Sep
|
Fitzroy Financial Advice
|
Rockhampton

25 Sep

Fitzroy Financial Advice

Rockhampton

Job Description
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.
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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)
🏢 Fitzroy Financial Advice
📍 Rockhampton

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