_{26th June, 2025}

Responsibilities;

• Working in a team of support staff managing the client services function and day to day business operations.
• Work closely and provide administration and clients services support to the Senior Advisers.
• Respond to client requests, management of client appointments. 
• Manage and respond to client queries within specific timeframes
• Implementation and document preparation

 Skills and Experience;

• 3+ years experience working as a Client Service Officer in the financial planning industry 
• Strong written and verbal communication skills
• Ability to multi-task, adhere to deadlines and good attention to detail

What’s on Offer
  
The opportunity to gain further exposure to the financial planning sector whilst working in a positive and supportive team culture, conveniently located in North Sydney. 

If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate review of your resume.

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