Client Services & Paraplanning Assistant (Hybrid) (Canberra)

Client Services & Paraplanning Assistant (Hybrid) (Canberra)

01 Nov
|
International Search Partners
|
Canberra

01 Nov

International Search Partners

Canberra

International Search Partners in Canberra is seeking an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.

In this role you will support Senior Advisers, prepare meeting documentation, maintain client data in CRM, assist with implementations of advice, and liaise with clients to ensure timely, high-quality service in a hybrid work setting.

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📌 Client Services & Paraplanning Assistant (Hybrid) (Canberra)
🏢 International Search Partners
📍 Canberra

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