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SalaryThe role includes proactive client engagement, management of client data and statistical analysis and research of client portfolios.
To be successful you will need:
- Strong computer skills, MS Office (Word, Excel and Outlook);
- Have completed or be completing an undergraduate degree in Commerce, Finance or related discipline;
- Some experience in Financial Services or a related field is desired.
What do we offer?
- Competitive remuneration
- The chance to develop your skills
- Opportunities to grow in your career
- A supportive team environment
The appropriate candidate will be a driven and determined individual with a willingness to build a successful Client Service/Financial Planning career while reaping the rewards of hard work.
Please forward all applications to accounts@crestfs.com.au.
Applications close on Friday, 19 August 2022.
