Overview
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.
Responsibilities
* Client Relations
* 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
Ideal candidate
* Track record of stability
* Excellent organisational and time management skills
* Strong written and verbal communication skills
* High attention to detail
* Ability to work in a small team environment
* Ability to work unsupervised
* Advanced computer skills in Word, Excel, PowerPoint
* Previous experience in a finance environment is highly regarded
What we offer you
* A generous salary package based on your experience
* Flexible work hours
* The opportunity to expand your knowledge through training
* Potential for long-term career opportunity
Your hourly rate will be commensurate with your experience, qualifications and skill.
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 (emailprotected)
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