We have an exciting opportunity for a motivated, self‐driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full‐time opportunity based in our Mildura office. Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make your journey a success, so you can grow your career!
Your role, your contribution!
* Prepare accurately reconciled client review reporting for Advisers.
* Liaise with fund managers and maintain client portfolios through financial planning software.
* Booking appointments, document management and data entry and deliver general ad‐hoc administrative support.
* Deliver quality service and outputs to client in both written and verbal form.
* Support our Client Associate team.
The benefits of joining us
* Enjoy every second Friday off! Work 76 hours over nine days and enjoy the flexibility of a day off every other week.
* Comprehensive training including a dedicated buddy to get you off to the right start.
* Clear career development pathway and ongoing training support.
* Flexible working arrangements.
What you will bring to the role
* Excellent client and stakeholder relationship skills.
* Top notch attention to detail and organisational skills.
* A genuine team player with the ability to empower other people to learn and develop.
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
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