Client Services Officer -Financial Planning (Part Time or Full Time)
We are a growing accounting and financial planning firm in Mulgrave. We now have a client services officer position available in our financial planning team. We are looking for someone who already has more than 2 years experience, who is also wanting a pathway for career progression towards a Paraplanner, Financial Adviser or another area within financial planning industry.
We are looking for a person to:
Be the first point of communication for clients
Provide support to our advisers
Follow our existing processes and procedures, while also solving problems
Participating in the improvement of business processes and efficiency
Things we would love to see:
Attentive to details and instructions
Able to follow checklists and processes
Speaking English and Mandarin
You must have
At least 2 years experience in a Financial Planning office.
Xplan CRM experience is essential. Wealth Solver and Risk Researcher experience are desired.
Australian permanent residency or citizenship
Bachelors degree in a relevant field
Resume and cover letter addressing the Position Responsibilities and Performance Measures, and letting us know why you are the right person for this position
Evidence to satisfy our employer obligation you have a legal right to work in Australia
07/09/2020$0Eastern Suburbs1 Administration & Office Support
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