We're looking for a highly organised, mature, detail-oriented Administration Assistant/Client Services Officer to join our team. The successful candidate will be responsible for a range of administrative tasks, including data entry, document preparation, adviser support, and client communication.

Attributes required:-

• Minimum two years administration experience
• Strong communication and interpersonal skills
• Excellent attention to detail and can-do attitude
• Ability to work independently or as part of a team
• Banking, finance, or financial planning industry knowledge, an advantage.

We’re a dynamic financial planning business based in Wangaratta (Regional Vic) that values work-life balance and professional development. We offer competitive salary, flexible working hours, and opportunities for growth within the company.

If you’re interested in this exciting opportunity with a role that may be full time or part time, please send your resume and cover letter to [email protected]. We’d love to hear from you!!