- Support financial planners and advisors in crafting financial plans and generating reports for clients.
- Carry out research and analysis to underpin financial planning recommendations.
- General ad hoc administrative tasks.
- Previous experience in financial planning is preferred.
- Strong organisational and problem-solving skills.
- Exceptional written and communication skills.
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Office Services
1 week ago
Engage Personnel Melbourne, AustraliaOffice services / Accounts Law firm opportunity · - Competitive salary package · - Fantastic boutique law firm based in the CBD · **A standout opportunity for an Office Services / Accounts Assistant to work for a boutique firm in the CBD.** · - Office services / Accounts Law firm ...
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Office Services
1 week ago
Engage Personnel Melbourne, AustraliaA great career opportunity with training and progression · - Prime CBD office location · - Competitive salary package · A great Office Services / Bookkeeper / Accounts Assistant opportunity to join a highly reputable boutique law firm based in the CBD. · - **A great career opport ...
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Services Officer
1 week ago
RMIT University Melbourne, AustraliaOverview: · - Full-time, Fixed Term position for 12 months- Salary Level HEW 5 + 17% Superannuation and Flexible Working Arrangements- Based at the Bundoora campus, and hybrid ways of working 3 days minimum on Campus · About the Role · As Services Officer, you will be responsible ...
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IT Services Officer
1 week ago
Victorian Gambling and Casino Control Commission Melbourne, AustraliaLocation: Melbourne | CBD · Job type: Full time · Organisation: Victorian Gambling and Casino Control Commission · **Salary**: $74,580 - $90,558 · Occupation: IT and Telecommunications · Reference: VG/VG/GC4090 · Here at the Victorian Gambling and Casino Control Commission (VGCCC ...
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IT Services Officer
1 week ago
Victorian Gambling and Casino Control Commission Melbourne City Centre, AustraliaAbout the organisation · The Victorian Gambling and Casino Control Commission (VGCCC) is an independent statutory authority which regulates Victoria's gambling industry. The organisation licenses, informs and educates, monitors and enforces the gambling industry through a risk-ba ...
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Assistant, Office Services
4 days ago
Wiley Melbourne, Australia**Location**:Melbourne, Australia · **Work Type**:Part-time (Tuesday & Wednesday on site is preferred) · Our mission is to unlock human potential. We welcome you for who you are, the background you bring, and we embrace individuals who get excited about learning. Bring your exper ...
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Housing Services Officer
1 week ago
Department of Families, Fairness and Housing Melbourne, AustraliaTHE ROLE · Housing Services Officers play a vital role in supporting the delivery of client-centered services to individuals and families who seek housing assistance or reside in public housing. · Housing Services Officers are part of a network of community workers and organisati ...
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Customer Service Officer
1 week ago
Zoom Recruitment Melbourne, Australia**About the Company** · Our client is a leader in International Freight Forwarding services. They handle both Air and Sea Freight and Custom Brokerage services for a wide variety of Customers across the globe. With their own offices and network of agents around the world, they ha ...
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Client Services Officer
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Monash University Melbourne, Australia**The Opportunity** · Reporting to the Senior Manager Partnerships and Clinics the focus of this role will be to provide professional reception and administrative services to support the Monash Law Clinics, a Community Legal Centre, providing free legal services. As the first poi ...
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Office Services Assistant
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K&L Gates Melbourne, AustraliaCorporate Services/Facilities | Melbourne Metropolitan · Closing date: 23/02/2024 · **Office Services Assistant - Melbourne** · **About the role** · We are currently seeking an enthusiastic individual to join our Melbourne office as a full-time Office Services Assistant. This is ...
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Service Desk Officer
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Charterhouse Melbourne, Australia3 years' experience with Level 1 & 2 support. Work for a leading transport organisation with a diverse work environment and community. · - **Service Desk Officer - Level 1 & 2.**: · - **Permanent Opportunity, must be an Australian/New Zealand citizen or permanent resident.**: · - ...
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IT Service Support Officer
2 days ago
Federal Court of Australia Melbourne, Australia**Position Overview** · This position is responsible for providing 1st and 2nd level IT support to the Federal Court of Australia, Federal Circuit and Family Court of Australia and National Native Title Tribunal's (NNTT) judiciary and staff. The IT Service Desk is the initial poi ...
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Client Service Officer
22 hours ago
Insurance House Melbourne, AustraliaAdmin / Secretarial / Office Support · - Administration · - NSW Other · - Permanent / Full Time · 1/5/2023 · - Join the team Insurance House - a reputable and local brand · - Provide administrative support to our team. Deliver great service to our clients · - Values led organisat ...
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Office Guest Services
5 days ago
people2people Melbourne, AustraliaAre you a highly motivated individual with a passion for delivering excellent customer service? · - Do you have exceptional communication skills and enjoy working in a fast-paced environment? · - Are you looking to take the next step in your career with a dynamic and professional ...
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Client Service Officer
1 week ago
Insurance House Melbourne, AustraliaAs one of Australia's leading insurance brokerages, we are constantly growing, evolving and progressing thanks to our well trained and highly motivated people who share our values of Care, Leadership, Imagination and Professionalism. · Founded in 1983 in regional Victoria, Insura ...
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Administrative Services Officer
1 hour ago
Victoria Legal Aid Melbourne City Centre, AustraliaAdministrative Services Officer (x2), Family Dispute Resolution Service- Seeking two motivated Administrative Services Officers to provide a broad range of administrative support to the Family Dispute Resolution Service team.**Work type**: · - Fixed term - full time**Job function ...
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Community Services Officer
1 week ago
Permanent Care and Adoptive Families Melbourne, AustraliaAbout the role · Better Futures/Homestretch Program; Community Services Officer (CSO) · .4 FTE Fixed Team Contract until 30th June 2024 · Come and join a team of highly skilled, motivated and compassionate professionals. · PCA Families has an exciting vacancy for a Community Serv ...
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Customer Service Officer
1 hour ago
Charterhouse Melbourne, AustraliaA great 6 month inbound customer service opportunity to work for a large council in the Northern suburbs | Join a collaborative and positive team · - **Previous customer service/ call centre experience is required**: · - **Represent the council providing excellent service to memb ...
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Children's Services Officer
4 days ago
Department of Education Melbourne, AustraliaLocation: Melbourne | Western Metropolitan · Job type: Full time · Organisation: Department of Education · **Salary**: $74,580 - $90,558 · Occupation: Regulatory Governance and Compliance · Reference: VG/DE/ECE/ A · Do you have knowledge of quality in early childhood education an ...
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Office Services Assistant
2 days ago
David Jones Melbourne, Australia**Office Services Assistant**: · **Job No.**: 537801 · **Location**: Melbourne - CBD & Inner · **Job type**: Permanent · **_An exciting opportunity to join a supportive and collaborative team providing office services to the brand-new David Jones Support Centre based in the heart ...
Client Service Officer - Melbourne, Australia - The Andersen Partnership
Description
A new exciting opportunity has now come up, ideally located in the Inner East Suburbs and 30 mins from the CBD.
Join the team as a Client Service Officer, within a financial planning and accounting firm in their growing Melbourne division.
You will have exposure to a variety of clients with a strong focus on strategic long term holistic advice.
Main responsibilities
Your Skills
Does this sound like a good fit for you?
Contact Laoise on or email
Interested in something else?
We have a number of new opportunities within the wealth management sector, reach out today for a confidential chat on where your next career step may lead to
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