Oakview Financial jobs

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CLIENT SERVICES OFFICER

Honesty. Integrity. Reliability. Trustworthy. Consistency. Exceed expectations. Your primary role will be to work closely with the Financial Planner to provide excellent customer service and administrative support. Schedule appoin...

CompanyOakview Financial
AddressSouthport, QLD
CategoryAccounting & Finance
Salary$52,000 – $65,000 per year
Job typeFull time
Date Posted 4 weeks ago See detail

Client Services Officer

Oakview Financial

Southport, QLD

$52,000 – $65,000 per year

Honesty. Integrity. Reliability. Trustworthy. Consistency. Exceed expectations. Your primary role will be to work closely with the Financial Planner to provide excellent customer service and administrative support. Schedule appoin...

Paraplanner and Professional Year Team Member

Oakview Financial

Southport, QLD

$55,000 - $65,000 a year

Honesty. Integrity. Reliability. Trustworthy. Consistency. Exceed expectations. Preparing advice documents, including (but not limited to) Statements of Advice, Records of Advice and Value Propositions, ensuring compliance with in...

Financial Adviser

Oakview Financial

Southport, QLD

$100,000 - $120,000 a year

Honesty. Integrity. Reliability. Trustworthy. Consistency. Exceed expectations. Providing phone-based advice, our clients have access to our services regardless of their location providing them with convenient, efficient advice. F...

Client Services Officer

Oakview Financial

Southport, QLD

$52,000 - $65,000 a year

Honesty. Integrity. Reliability. Trustworthy. Consistency. Exceed expectations. Your primary role will be to work closely with the Financial Planner to provide excellent customer service and administrative support. Schedule appoin...