1 week ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Continue with Google Continue with GoogleContinue with Google Continue with GoogleContinue with Google Continue with GoogleContinue with Google Continue with GoogleContinue with Google Continue with GoogleContinue with Google Continue with GoogleDirect message the job poster from UNICA WealthAs a Client Service and Administration Officer at UNICA Wealth, you will be a vital member of a close-knit team of professionals dedicated to providing exceptional financial solutions to our clients. With a flexible work environment that promotes work-life balance and a culture of growth and fulfilment, you will support our financial advisors in providing timely and highly professional delivery of services and advice to our clients. Your responsibilities will include, among other things, managing client enquiries and task work-flow, implementing investment transactions, generating reports, and preparing compliance and review documents.We welcome applications from candidates for this role who are seeking employment on either a full-time or part-time basis.About Us:UNICA Wealth's dedicated staff work collaboratively to provide tailored financial planning services and advice to our clients in the pursuit of their financial goals and objectives.We acknowledge and appreciate the contribution that our staff make to our organisation.Our culture values and fosters integrity, fairness, collaboration, professionalism and trust.Key Responsibilities:As a Client Service and Administration Officer, you will be responsible for the following:Supporting our financial advisors in ensuring smooth and efficient operations.Delivering exceptional client service through prompt and accurate responses to enquiries.Implementing investment transactions, fund transfers, and advice recommendations.Managing and maintaining client and investment data within Xplan.Generating insightful reports from Xplan and third-party platforms.Facilitating the preparation of client review and compliance documents.Liaising with third parties to ensure seamless communication and coordination.Undertaking ad-hoc administrative tasks as required.What We Offer:We offer a competitive salary package, commensurate with your experience and expertise. Our supportive and collaborative work environment values your contributions and encourages your growth. Join us on this exciting journey to shape the future of wealth management and make a meaningful impact on the lives of our clients.About You:We are looking for a proactive, detail-oriented, and organised individual who excels in a fast-paced environment. You should have strong communication and interpersonal skills, focusing on providing exceptional customer service. While prior experience in the financial services industry is advantageous, it is not mandatory. Proficiency in using Xplan and third-party platforms is highly desirable.Training will be provided as required.Join our team today and make a difference in the lives of our clients while enjoying a dynamic and supportive workplace that values your unique skills and perspective.How to Apply:To apply for this role, please submit your application via Seek by Friday 19 June 2025. We may begin conducting confidential interviews as quality applications arrive. We encourage you to apply and learn more about this exciting opportunity.All applications will be handled confidentially.Seniority levelSeniority levelEntry levelEmployment typeEmployment typePart-timeReferrals increase your chances of interviewing at UNICA Wealth by 2xSign in to set job alerts for “Client Services Representative” roles.Continue with Google Continue with GoogleContinue with Google Continue with GoogleClient Service Specialist (Woodbridge, Connecticut)Woodbridge, Tasmania, Australia 1 day agoNorth Scottsdale, Tasmania, Australia 1 week agoKingston, Tasmania, Australia 2 weeks agoQueenstown, Tasmania, Australia 2 weeks agoMiandetta, Tasmania, Australia 2 weeks agoReservations Officer - Mission Experience Placement - Arnhem LandQueens Domain, Tasmania, Australia 1 week agoRiverside, Tasmania, Australia 1 week agoSeven Mile Beach, Tasmania, Australia 4 months agoDiary and Administrative Officer (EOA) - Senator Carol Brown Senator for TasmaniaHobart, Tasmania, AustraliaA$71,808.00-A$76,022.001 day agoAdministrative Support Officer - Clinical Governance Unit (523593)Queens Domain, Tasmania, Australia 8 hours agoBridport, Tasmania, Australia 2 weeks agoSchool Administration Clerk - Forest Primary School - 300232Administrative (Band 2) Fixed Term and Casual Employment RegisterLaunceston, Tasmania, Australia 6 days agoExecutive Assistant - Tasmanian Community Paediatric Service (527594)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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