About this role
Client Service Officer at Focus Partners Australia & Escala Partners. Location: Melbourne, Victoria, Australia. Role: managing administration, coordinating implementation, maintaining records Requirements: 2+ years client service experience in financial planning, experience with Xplan and major superannuation/investment platforms, proficiency in Microsoft Excel/Word/Outlook and Adobe Acrobat Pro, knowledge of ASIC compliance and advice implementation. Category: Finance and Accounting Seniority: Entry Level Tools: Xplan, Microsoft Excel, Microsoft Word, Microsoft Outlook, Adobe Acrobat Pro, BT Panorama, Macquarie Commitment: Full Time Workplace: Onsite Languages: English