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Client Services Officer

Retire Me Young
Coolangatta, QLD
A$70,000-$80,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 21 days ago


Fun fast paced financial planning firm Retire Me Young on Kirra Beach seeks a Client Services Officer to join its team.

At Retire Me Young we help everyday Australians pay off debt, invest and set themselves up financially to live their best life!

Must have a minimum 2 years’ experience in a similar role in financial services.

You will be responsible for implementing superannuation, investment and insurance advice.

Essential skills:

  • Highly experienced in superannuation rollovers and insurance applications
  • Fast paced and quick learner
  • Comfortable using Apple Mac computer
  • Highly proficient in Microsoft Excel
  • Excellent self-motivation and high attention to detail
  • Positive “can do” attitude
  • Looking for a long term role to grow with the company and help lead us into the next stage of rapid growth

About Retire Me Young

  • We are a female led, boutique financial planning firm based in Kirra, Coolangatta
  • Our founder is renowned for her proven track record in financial services and is highly sort after for her advice
  • Our clients treat us like family and we pride ourselves in having many long term happy clients who consistently refer their friends and family
  • Full time office based role 8am - 4pm
  • We look forward to providing you a happy and fast placed workplace with good work-life balance and job satisfaction

About Retire Me Young

Coolangatta, QLD, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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