P/T Client Service Officer

Read P/T Client Service Officer
Green Leaf Wealth
Location: Sydney CBD
Date advertised: 25th November 2019
Job Type: Part time
Closing Date: ASAP

CBD-based, non-bank aligned financial planner seeking efficient, organised Client Service Officer approximately 15-20 hours a week over 2-4 days.

The role involves; 

  • compiling agendas and gathering data for client meetings,
  • researching financial products,
  • pre-filling application forms,
  • maintaining spreadsheets,
  • emailing compliance documents,
  • diary management, and
  • general office organisation.

Has potential to grow into a paraplanning role or practice management role over time for the right candidate.

This is a great introduction to the construction of holistic financial plans to get valuable experience in the wealth management industry.

Would suit a university student or someone seeking part-time work.

Starting early to mid December but could be January for the right candidate.

Office located 5 min walk from either Wynyard or Circular Quay train station.


  • Prior use of Word, Excel & Outlook
  • Strong work ethic


  • Worked in an office environment

Email a one page CV to info@greenleafwealth.com.au