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Financial services support specialist

Brisbane
beBee Careers
Posted: 15 June
Offer description

Support Advisor Role

We are seeking a highly skilled and dedicated Support Advisor to join our team. As a Support Advisor, you will be responsible for delivering exceptional customer service and support to our clients. This role requires excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment.

The successful candidate will have experience in a professional services or client-facing environment, with proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint). They will also possess a general interest in and understanding of financial markets.

This is an excellent opportunity for a motivated and results-driven individual to join our team and contribute to our success. We offer a dynamic and inclusive workplace culture, with opportunities for career progression and professional development.



Salary and Benefits


In this role, you can expect a competitive salary package, including benefits such as health insurance, superannuation, and paid annual leave. We also offer flexible working arrangements and a range of employee perks.



Job Description


As a Support Advisor, your primary responsibilities will include:
* Delivering high-level administrative support and responding efficiently to client queries;
* Maintaining client accounts and managing compliance documentation;
* Managing Salesforce updates, reporting, and event coordination;
* Assisting in preparing financial advice documents and marketing collateral;
* Contribute to IPO applications, portfolio reviews, and pitch materials.



Required Skills and Qualifications


To be successful in this role, you will need:
1. Excellent written and verbal communication skills;
2. Strong interpersonal and relationship-building capabilities;
3. Experience in a professional services or client-facing environment;
4. Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint);
5. A general interest in and understanding of financial markets.



Benefits


We offer a dynamic and inclusive workplace culture, with opportunities for career progression and professional development. Our employees enjoy a range of benefits, including health insurance, superannuation, and paid annual leave. We also offer flexible working arrangements and a range of employee perks.



Others


Our company values diversity and inclusion, and we strive to create a workplace culture that is welcoming and respectful to all employees. We are committed to providing equal employment opportunities and promoting a diverse and inclusive workforce.

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