Our client who is a boutique financial planning firm that prides themselves on their client-centred approach is currently on the lookout for a Client Services Officer to join their friendly & professional team. They are based in the Western Suburbs and provide a full range of financial services as well as investment opportunities to their high net worth client base & due to further growth they are now on the lookout for an experienced & passionate administrator to join their team within a position that will be a hands-on role providing administrative & client service support to their advisors & paraplanners. The successful candidate will be someone that has strong administrative experience (financial planning firm experience is a plus but not a must!) whom is organised, personable & proactive and enjoys working in a close knit & collaborative team environment with an interest in the financial planning world & a passion for providing fantastic customer service & being the friendly face of the business.
The position is part-time & we are looking at 25-30 hours a week across either 4 or 5 days so ideal for working parents or those seeking more of a work-life balance. They have modern offices located close to lots of cafes, however they keep the kitchen stocked with snacks for the team, love their social morning teas and their fancy coffee machine!
Duties include but not limited to:
* General administration, including monitoring of client applications for financial products & liaising with fund managers & product providers.
* Assist with ASIC & Tax lodgements on the ATO portal for agents using Class and Xero Practice Manager (XPM).
* Maintain client records, including scanning, filing, & document management within SuiteFiles.
* Prepare & maintain advice document templates (SOAs & ROAs) and assist advisers with advice preparation & client meeting notes.
* Act as administrator for our CRM platform & liaise with our offshore support team.
* Manage incoming & outgoing mail, & coordinate supplies for the office as & when needed.
* Welcome clients, prepare tea/coffee, & provide an exceptional client experience.
* Answer general client queries via phone & email.
* General office duties & ad hoc administrative support as required.
Requirements:
* 3+ years administrative experience within a professional services / corporate environment (financial services experience highly regarded but not essential).
* Excellent attention to detail & organisational skills with the ability to manage your own time effectively.
* Confident & friendly communicator, comfortable engaging with clients & external partners.
* Excellent communication skills are a must - written & verbal
* Proficient in Microsoft 365; experience with Xero XPM, Class, SuiteFiles, Ignition, Docusign will be well regarded however training will be provided where required
* A mature, proactive attitude and willingness to learn.
* Understanding the importance of client service & professionalism.
* Professionally presented to suit a corporate environment.
How to Apply:
Please note that as this is a Permanent position only candidates with Permanent working rights will be considered. Please apply via the button below & include a covering letter outlining your interest & suitability for the position as well as your preferences for the part-time working days / hours.
If this isn’t quite your perfect fit, we still welcome your application as we’re always on the lookout for talented professionals ready for their next opportunity! Please make sure to mention what you are looking for in your cover letter so that we can keep you in mind for other opportunities.
Kasia Mieczkowski Managing Director Eye For Recruitment Pty Ltd
Additional information
* Well Established Firm With Stunning Offices Close To Cafes
* Close knit team based in Western Suburbs
* Part-Time - Flexible 25-30 hours across 4 - 5 days