Client Service Officer - Financial Planning Part-Time 3-4 …, Western Australia

We are a well‑established Perth financial planning practice seeking a reliable and detail‑oriented Client Service Assistant to support our advisers and client services team. This role is ideal for someone who enjoys working with systems, values accuracy, and understands the importance of confidentiality and compliance in a professional services environment. In addition, as a Client Services Officer, your role will be to provide administration and client services to our clients. Responsibilities
- Data entry and maintenance of client records in financial planning software (e.g., XPLAN or similar)
- Updating client details, investments, and review notes following adviser meetings
- Preparing and processing documentation, including Records of Advice and review paperwork
- Managing electronic filing and document control in line with privacy requirements
- Assisting with general administrative tasks to support advisers and client services staff
- Assist adviser in all aspects of client services Qualifications
- Strong attention to detail and high accuracy
- Comfortable learning and working within practice management systems
- Respectful of privacy, confidentiality and compliance obligations
- Reliable, organised, and able to manage competing tasks
- Strong Computer Literacy, MS Office experience, with an ability to quickly learn new tech systems
- The ability to work autonomously and also as part of a team
- Must be an Australian citizen to be eligible for this position Desirable (but not essential)
- Experience in a financial planning, accounting, legal or professional services firm
- Familiarity with ASIC or financial advice documentation
- Experience using XPLAN or similar CRM systems What We Offer
- Supportive and professional team workplace
- Training provided for the right candidate
- Flexible hours and school hours available
- Long‑term opportunity within an established practice We are a small family-friendly boutique office in West Perth. #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rgz5a