We are a self-licensed financial advice business based in Mornington, searching for a permanent part-time (minimum 25 hours per week) or full-time Client Services Officer to join our team.
You'll play a key role in creating a welcoming, professional environment that reinforces their commitment to excellent customer care. Working in a small team your role will be to provide administration support to one of our Financial Planners.
The position is office based, hours spread across Monday to Friday, with flexibility provided for start and finish times.
Position Overview:
· Welcoming clients – telephone and in person
· Maintain and update client databases and files to ensure compliance and accuracy
· Prepare forms and reports for clients
· Handle client implementation processes, including preparation of necessary paperwork
· Support the Financial Planner with administration tasks, such as diary management, documents for client review meetings and coordinate and schedule client meetings
Position Requirements:
· Previous experience within the financial services sector (preferred but not essential as training shall be provided)
· Studying a Finance degree or similar would be look on favourably
· Proficiency with XPlan will be highly regarded, strong Microsoft Office skills is a requirement
· The ability to work effectively in a team
· Strong attention to detail and proven accuracy in your work
· Outstanding customer services capabilities and a proactive, solutions-focused approach
· The ability to prioritise tasks, multitask and adapt to shifting priorities
We will offer ongoing training and professional development in the financial planning field, a supportive and collaborative team environment and an opportunity to develop your career.