Connected People in Newcastle's CBD is seeking an experienced Office Administrator / Client Services Officer to join a boutique financial planning practice. The role combines reception, client service, and admin support for the advisors, with a focus on building warm, skilled relationships with retirees.
Daily duties include data entry, client records, correspondence, document management, meeting preparation, and assisting with the implementation of financial advice.
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📌 Part-Time Office & Client Services Lead (4 Days) (Newcastle)
🏢 Connected People
📍 Newcastle
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