Client Services Officer

My client is a close-knit, family feel, Financial Planning practice seeking to add a motivated Client Services Officer to the already successful team.

The opportunity to join the team is due to continual business growth and will see you provide administrative support to two Advisers, with clients ranging from Blue Collar industry through to Business Executives.

This is a respectful workplace where you will be encouraged to provide fresh ideas on process improvement. Continual learning and development will be provided especially to those wanting to learn Paraplanning.

Role responsibilities:

- Preparation of New Client Welcome Kits
- Finalisation of client advice documents, being Statements of Advice (SoAs)
and Records of Advice (RoAs), including client reviews
- Create and maintain client files (electronic and paper)
- Respond to client queries
- Accurate preparation of investment/insurance application forms and
redemption requests

Experience required:

- Minimum 12 months experience in Financial Planning administration
- Experience using Xplan highly regarded
- Industry relevant Bachelor degree (or studying toward)
- Strong EQ and ability to form relationships with clients and colleagues
- Desire to learn, with high attention to detail


25/11/2019 $0 Bayside & South Eastern Suburbs 1 Banking & Financial Services
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