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Client service officer

Maryborough
Sterling KPG
Posted: 4 February
Offer description

Sterling KPG is a well established, privately owned Accounting and Financial Planning firm located in Maryborough on the beautiful Fraser Coast. Providing our clients with the best advice and service is our top priority.

We are seeking a motivated and organised person with advanced administrative skills to join our Financial Planning team.

The position is a challenging role and with relevant training, will require the successful candidate to perform essential administrative tasks and liaise with clients. Renumeration will be commensurate with your skills and experience.

The successful applicant will possess:

* A team focused attitude, but with the ability to work autonomously;
* Polished and professional presentation, including a professional and courteous phone manner;
* People skills;
* Strong computer/data entry skills with an eye for detail;
* Ability to follow processes and compliance requirements;
* High standard of written and verbal communication;
* Outstanding time management and organisational skills;
* Proven standard of computer literacy with competent use of Office365;
* Experience within the Financial Planning industry is highly preferred but not essential.

All applications must include:

* A covering letter of 1 - 2 pages responding to the points listed above; and
* A current resume with a minimum of two referees, who have a thorough knowledge of your work performance and conduct.

Applications should be submitted by email directly to

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