The Role
With a fast growing client base this practice is seeking a full time Client Service Administrator.
The Firm
This financial planning business prides itself on the provision of holistic financial advice that caters to a wide variety of clients. With a versatile, collaborative and hardworking team, they strive to maintain an innovative culture allowing them to provide high quality customer service and continually help their clients reach their financial goals. Maintaining a healthy work life balance and providing staff with both a fulfilling career and an enjoyable work environment is paramount to the business, they aim to achieve this by providing flexible working arrangements where possible and regularly holding team events.
Key Responsibilities include:
* Assisting Financial Advisers with preparation for client meetings through creating financial planning documentation
* Proactively engaging with clients to assist with customer relationship management as well as provision of financial advice.
* Preparation and implementation of investment transactions
* Timely follow up of transactions with fund managers, clients and advisers
* Risk insurance administration.
* Liaising with Super Fund and Insurance providers to obtain information on client policies.
* Centrelink enquiries, paperwork and correspondence (ongoing training)
Successful Applicants Must:
* Be passionate about providing an exceptional level of service, self-motivated, energetic and disciplined
* Demonstrate a strong attention to detail, commitment to excellent customer service and ability to build long lasting relationships with clients.
* Xplan experience preferred
* Have excellent interpersonal and communication skills
* Enjoy working as a valued member of a fast-paced team
* Coordinate and manage timeframes
Benefits and Perks
* Work in a team environment where ideas, knowledge and experience are shared
* Main office in Toowoomba is close to public transport, cafes and retail
* Parking Provided
* Flexible working hours and arrangements available for the ideal candidate
* Salary package will be negotiated with the right candidate and will be dependent on the agreed hours, skills, experience and enthusiasm brought to the role
* Opportunity for internal training and advancement for those seeking it
This position is available for an immediate start for the right candidate. Ongoing training will be supported with the opportunity to transition to additional roles.
If you are seeking a role that encourages personal and professional growth, challenges you and keeps you busy with a growing practice that focusses on the client relationship, then apply now.
All applications should include a resume and covering letter. We thank you for your application. Please note only successful candidates that meet the position criteria and requirements will be contacted.