Client Services Officer

Dynamic and busy financial planning practice in Subiaco, Providing comprehensive advice solutions, Flexible hours would be considered for right candidate.

Wealthtree Solutions is a dynamic and busy financial planning practice in Subiaco, providing comprehensive advice solutions to our loyal client base. We are looking for a self-motivated, experienced individual to provide Adviser support and business administration.

As the front face of the practice, you will have a friendly, caring nature and take pleasure in welcoming our new and existing clients. You will have great attention to detail and a strong focus on providing a quality client service experience.

Flexible hours would be considered for right candidate, remuneration package will be commensurate with experience and skill sets.

Duties

  • Schedule appointments set reminders and set up Advisers face to face and online (Zoom) meetings.
  • Respond to day to day client queries/requests.
  • Assist with the production of documents for client reviews and presentations i.e. Fund manager reports, risk profiling and Client Data forms.
  • Load new clients to XPLAN and ensure all client records are accurate and up to date.
  • Submit client authority forms and complete product research
  • Work with product providers, clients and Advisers to implement advice, including insurance, super and pension applications.

 

Advice Areas

  • Superannuation
  • Pension
  • Investments
  • Insurance
  • Estate Planning
  • Self-Managed Superannuation
  • High Net Worth clients

 

About Us

We are a small team of professionals, who pride ourselves on our personalised advice process, our strong client relationships and our ethics. If you are passionate about Financial Planning and keen to continue to learn and develop your skill set in the industry, we would love you to join us!

 

Skills and Qualifications:

  • Minimum 2 years experience in a similar role in financial planning practice
  • Strong knowledge and experience with XPlan
  • Strong Office applications knowledge and experience, (Essential Excel and Word. Preferred PowerPoint)
  • RG146 highly regarded
  • Able to self-manage and prioritise tasks
  • Excellent verbal and written communication skills.

 

 

 

 

 

27/07/2020 $0 Perth 1 Banking & Financial Services
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