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Client services assistant – financial advice support

Maroochydore
Infocus Securities Australia Pty
Posted: 15 December
Offer description

A financial advisory firm located in Maroochydore is seeking a Client Service Officer to provide exceptional administrative support to financial advisers. The ideal candidate will have at least 2 years of experience in financial services or administration, possess strong communication and analytical skills, and demonstrate exceptional attention to detail. Responsibilities include managing client communications, maintaining accurate records, and assisting in preparing financial advice documents, all within a collaborative team environment.
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