At a Glance
- Tasks: Support Senior Advisers and prepare meeting documentation in a hybrid work setting.
- Company: Join an international leader in Wealth Management and Accounting.
- Benefits: Flexible hybrid work, professional growth, and a supportive team environment.
- Other info: Exciting opportunity for career advancement in a reputable firm.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Experience in client services and strong communication skills are essential.
The predicted salary is between 49500 - 60500 $ per year.
International Search Partners in Canberra is seeking an experienced Client Services Officer/Adviser Assistant to join a leading professional services practice specializing in Wealth Management and Accounting.
In this role you will support Senior Advisers, prepare meeting documentation, maintain client data in CRM, assist with implementations of advice, and liaise with clients to ensure timely, high-quality service in a hybrid work environment.
Client Services & Paraplanning Assistant (Hybrid) in Canberra employer: International Search Partners
Join a well-established Financial Planning Practice in Canberra ACT, where your passion for financial planning will be nurtured in a supportive and progressive work environment. With a strong focus on employee growth, you will benefit from ongoing training and development opportunities while working alongside experienced professionals dedicated to delivering independent advice to clients. Enjoy a competitive income and the chance to make a meaningful impact in the lives of retirees and high net worth individuals.
Contact Details:
International Search Partners Recruitment Team
