About the job
This job is an exciting opportunity for a motivated, self-driven person to join the Client Services team at Findex, supporting Financial Advisers in Brisbane. The role is crucial in ensuring efficient team workflow and delivering quality service to clients. The team values collaboration and growth, providing all the necessary tools and support to help you succeed in your career journey.
You'll be responsible for
No responsibilities listed
Key criteria
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Client reporting experience
Experience preparing reconciled client review reports for Advisers.View
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Financial planning software knowledge
Familiarity with maintaining client portfolios using financial planning software.View
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Administrative support skills
Experience in booking appointments and managing documents and data.View
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