Our client is a well established business that has been in operation in Brisbane for decades. They provide accounting, business advisory, financial planning and asset management solutions to a range of clients including HNW individuals and families. Due to growth, they are looking for an experienced Client Services Officer to join their team located in Brisbane CBD. Benefits:
Spacious office with a putting green
Regular staff prizes
Friday drinks in the office
Regular food platters for staff
Income protection insurance included for staff
Office masseuse once a month
Work from home flexibility
Christmas and EOFY parties
Tasks and Responsibilities:
Supporting a team of 2 financial advisers and 1 junior adviser
Book client appointments
Prepare for client meetings including required forms and compliance documents
Complete research on client accounts
Print and collate
... Click here to view more detail / apply for Client Services Officer ? Financial Planning
