Part Time Client Services
- Part Time
- Excellent Team Environment
- Western Suburbs
Part Time Client Services Officer
A financial advisory firm who specialise in wealth management, Superannuation and risk management require a part time Client Services Officer with a minimum of two years experience in a similar role within the Financial services industry.
The purpose of this position is to be responsible and accountable for the completion or all administrative tasks relating to the provision of financial planning advice and services to clients, including the management of client data and assisting a team of advisors.
To be successful in your application you will require excellent written and verbal communication skills and have advanced experience using Xplan. You must demonstrate a good understanding of the financial planning industry and have excellent planning and co-ordination skills.
To be considered for this position please send a copy of your resume to louisa.kirkpatrick@hays.com.au or contact Louisa Kirkpatrick for more details on 08 9324 2353
Leave a Reply
You must be logged in to post a comment.