Part time- Client Services Officer/ Financial Planning Assistant.
Pinnacle Advice is a Ballina-based Wealth Management and Advice firm, located on the beautiful North Coast. We pride ourselves on delivering high quality strategic financial advice. Our clients appreciate that having a trusted adviser by your side allows you to focus on the more important things in life, like your career, family, friends, fitness and community.
The Position:
We currently have a position available for a part time Client Services officer (working approximately 21-24 hours per week), the hours can be negotiable for the right person.
The role of our Client Services Officer is the key point of contact in our office for all of our ideal clients. You will be taking on responsibilities such as greeting clients, administering the client experience for the financial planner as well as providing administrative support. We're looking for someone who will be able to create a surprise and delight experience for our clients.
All employees of Pinnacle Advice are expected to conform with our core values, or house rules of:
* Honesty and Integrity,
* Confidentiality
* Care, Accuracy and attention to detail.
* Client first principles and behavior.
What we offer you:
* A generous salary package based on your experience.
* Flexibile work hours.
* The opportunity to expand your knowledge through training.
* Potential for long-term career opportunity.
Primary Responsibilities:
* Client Relations
* Financial Planner assistance
* Data entry into financial planning software
* Maintenance of financial planning database
* Assist adviser in servicing clients by preparing for appointments
* Liaising with fund managers, superannuation funds.
* Following up application forms, switches, and redemptions.
* Answering telephones, co-ordinating client meeting arrangements
* Handling special administration projects, such as marketing and seminar co-ordination
* Managing adviser calendar and appointments
* Ongoing Social Media projects.
* Managing the client relationship management (CRM) software for the office.
* Meeting, greeting and directing all office visitors including clients and vendors
* Perform general clerical duties such as reception, photocopying, scanning, mailing and filing
* Ensuring completion of paperwork
* Maintaining hard copy and electronic filing systems
* Maintaining a clean office environment.
Ideally you will bring with you -
* Excellent organisational and time management skills
* Strong communication skills both written and verbal
* High attention to detail
* Ability to work in a small team environment is essential
* Ability to work unsupervised
* Advanced computer skills in Word, Excel, PowerPoint are expected.
* Previous experience working in a finance environment will be highly regarded.
Your hourly rate will be commensurate with your experience, qualifications and skill.
This role will commence as soon as possible for the right candidate.
How to apply
If you believe you have what it takes to impress forward your resume.
If you're serious about applying please include a covering letter, indicating days and or hours you're seeking. Questions can be directed to