Address A new exciting opportunity has now come up, ideally located in the Inner East Suburbs and 30 mins from the CBD.
Join the team as a Client Service Officer, within a financial planning and accounting firm in their growing Melbourne division.
You will have exposure to a variety of clients with a strong focus on strategic long term holistic advice.
Main responsibilities
Contact Laoise on 03 8640 5*** or email *****@andersenpartnership.com
Interested in something else?
Join the team as a Client Service Officer, within a financial planning and accounting firm in their growing Melbourne division.
You will have exposure to a variety of clients with a strong focus on strategic long term holistic advice.
Main responsibilities
- Support financial planners and advisors in crafting financial plans and generating reports for clients.
- Carry out research and analysis to underpin financial planning recommendations.
- General ad hoc administrative tasks.
- Previous experience in financial planning is preferred.
- Strong organisational and problem-solving skills.
- Exceptional written and communication skills.
Contact Laoise on 03 8640 5*** or email *****@andersenpartnership.com
Interested in something else?
We have a number of new opportunities within the wealth management sector, reach out today for a confidential chat on where your next career step may lead to!
Know someone that would be suitable? Refer a friend, we offer a very competitive referral scheme for any successful applicants you introduce us to.
