Client Relationship Coordinator - Administration

We are seeking an experienced and highly skilled person to join our Personal Wealth team working as a client relationship coordinator and administration. 

Reporting to the Office Manager/Director, the purpose of the position is to proactively assist the Personal Wealth Team (Financial Advisers and Paraplanners) to exceed their clients expectations and financial planning requirements. By assuming responsibility for the day-to-day administration and implementation activities, leverage them to maximise their client facing and business generating time. On behalf of the firm and the Personal Wealth team, proactively and professionally liaise with and provide support to clients to exceed their expectations.

Based in Townsville, this is a permanent full time position, which offers on-the-job training and significant potential to develop your career. Remuneration will be based on skills and experience.

Xplan experience and knowledge and Diploma of Financial Services or similar would be highly regarded. Remuneration will be based on your skills and experience.

If you would like to join our friendly and supportive team, we'd love to hear from you. 

Applications close 5.00pm Friday 7th May 2021

Essential:

  • Commitment to exceptional client service delivery
  • Excellent written / oral communication, strong numerical skills
  • Working knowledge of superannuation and related legislations
  • Ability to multitask
  • Good commercial acumen and attention to detail
  • Knowledge of administration systems (e.g. Xplan)
  • Competent with a variety of technology applications including MS Office applications
  • Highly focused on achieving goals and objectives
  • Ability to effectively influence and persuade others to achieve objectives
  • Self-motivated with regards to personal and professional development

Desirable:

  • Financial Planning Industry Experience
  • Client service experience
  • Capable of analysing processes and initiating improvements

26/04/2021 $0 Townsville & Northern QLD 1 Administration & Office Support
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