Are you a proficient
Client Services professional with financial services experience ?
Can you demonstrate
exceptional communication and organisational skills ?
Would you enjoy
working in a close knit team environment ?
Our highly
successful financial planning practice located in Castle Hill is currently
seeking an experienced Client Services Administrator to support its Managing
Director. This firm has a solid HNW client base consisting of SMSF’s, corporate
executives and self-fund retiree’s and w
e are looking for a bright, confident
person to provide high level support.
The Role:
- Handling
client phone, email and non-advice queries. - Participation
in client meetings. - Implementation
of superannuation and investment SoA / RoA strategies. - Finalising
advice documents for presentation to clients - Complete
and follow up all administration associated with financial planning advice
and implementation. - Liaise
with clients regarding the progress of their implementation. - Co-ordinate
client reviews and prepare all documentation for client meetings. - Create
and lodge all applications as well as liaise with Fund Managers - Diary
management and scheduling all client appointments. - Maintaining
client data within COIN software.
You will be:
- Working
with a portfolio of complex clients, you will be responsible for providing
client services and administration support to existing clients along with
prospective new clients. - You
will have at least 5 years industry experience, ideally in financial planning
with strong attention to detail and the ability to multi-task and
prioritise your own workload. - You
must have strong verbal and written communication skills as you will be
working closely with clients and financial providers. - Experience
with COIN and Wrap platforms is preferred, together with an excellent
knowledge of Microsoft Office applications. - A
Diploma of Financial Planning qualifications and/or a degree will be
highly regarded.
We are committed to
developing our staff professionally, and identifying opportunities for career
advancement and we are looking for a bright, confident person to provide high
level support. On offer is an excellent career path, a dedicated team
culture as well as strong management and support for the lucky candidate.
Please forward your
resume to:
