Job Description
Client Services Administrator
Work Type: Part-Time (Minimum 4 days per week – flexible hours, perfect for school schedules!)
Industry: Financial Planning / Wealth Management
About the Company
We are a dynamic and growing financial planning firm located in Prospect, and we do things a little differently. We believe that a workplace should be as enjoyable as it is professional. We love a laugh, a bit of banter, and a happy team vibe. But make no mistake—when the pressure is on, we knuckle down, support each other, and get the job done.
If you have experience in the financial planning industry and are looking for a role that offers true work-life balance without sacrificing a great team culture, you’ve found it.
About the Role
As our new Client Services Administrator, you will be the backbone of our daily operations. You will support our advisers by managing the end-to-end administration of client files, lodgem...
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