About the Role
Part Time
As a administrative resource you will require to work Part Time in the Cairns Office location, during the operating hours of Mon-Fri (8:30am-5pm). You will need to provide consistent superior client service and provide high quality support and assistance to Financial Advisers and be a part of the support team to deliver client outcomes for PSK Private Wealth.
Your work day will compose of the following tasks & responsibilities, such as;
* Be the first point of contact with client queries by telephone, face to face and email.
* Ensure the maintenance and compliance of client files in the XPLAN database (preferred).
* Manage administrative functions by prioritising the daily workload and adhering to business workflow protocols.
* Attend and actively participate in team meetings and training opportunities.
* Work effectively within your team to meet the needs of clients and peers.
About You
* Preferred experience in the financial sector.
* Microsoft Suite (MS) Office software preferred.
* Desired experience using XPLAN
About us - PSK Private Wealth
PSK Private Wealth offers financial services that focus on clients’ unique goals and needs. We have 83 financial advisers and 180 support staff in 16 offices in NSW, VIC, QLD, SA, WA and ACT. Established in 1969, we are undergoing a period of growth to take our strategies to a bigger audience. Our unique success has been achieved through trust developed over years of providing advice to our clients and their families. Our values are founded on the ancient Greek meaning of PHILOTIMO, encompassing. “Duty, Honour, Decency and a Responsibility we have to each other.”
You are welcome here
We are an Equal Opportunity Employer, proudly welcoming people from all backgrounds. When you join PSK Private Wealth, we want you to bring your whole self to work - and we value your unique contribution.