Tenth Avenue Financial Advisers is a Financial Planning Practice established on the Central Coast based at Budgewoi. We are seeking an enthusiastic individual to join our team. We foster a supportive team culture and provide the opportunity to learn and work in a growing business.
You will be working closely with experienced Advisers providing them with administrative and support functions, whilst developing your skill set in a growing business within the Financial Planning Industry. We are looking for an experienced and motivated person to be a Client Services Officer to help support our Financial Adviser.
Your duties will consist of:
Reading, monitoring and responding to emails,
Answering calls and handling queries,
Liaising with staff, clients, insurance companies & super companies
Conducting research on the internet,
Preparing reviews/insurance quotes
You will need to show:
Experience in Financial Planning industry
Professional phone manner
Attention to detail
Problem solving skills
Computer skills i.e. MS Word, Excel, Outlook and Internet Explorer
Excellent communication skills written/verbal
Finally about you:
You will be an individual who is Efficient, Self-Motivated & Organised you will be enthusiastic about joining a professional and supportive team environment where you have the ability to make a difference. Must have Administration experience and it is preferred that you have some industry experience in Financial Planning.
27/07/2020$0Gosford & Central Coast1 Banking & Financial Services
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