Client Services Officer

2 weeks ago

Narellan, New South Wales, Australia Fiducian Macarthur Full time

We are a local franchise of a national Financial Planning company currently seeking an experienced individual for administrative support in our Team located in Macarthur.

We are growing and looking to expand our small team.


Your role will be to provide a high level of administrative support to our Financial Planners through the management of all business and administrative functions.

Manage the client service experience and relationship and provide a familiar and competent point of contact for the client when the Planner is unavailable.

Your responsibilities will include but will not be limited to:

  • Manage Planner appointments/schedule, including co-ordination of all client review appointments
  • Receive Planner telephone calls and action appropriately
  • Manage Planner appointments/schedule, including co-ordination of all client review appointments
  • Receive Planner telephone calls and action appropriately
  • Receive Planner correspondence, electronic and postaldistribute appropriately
  • Assist during client appointments as required (i.e. photocopying, word processing, coffee etc.)
  • Update client portfolios in preparation for client reviews
  • Assist Planner with basic calculations
  • Assist with the preparation of Records of Advice and other correspondence
  • Management of all paperwork required for transactions including insurance, investment, superannuation, SMSFs, inspecie transfers, accounting data, loans etc.; liaise with relevant parties as required
  • Client investments lodged in appropriate timeframe/s and follow up of all transactions to ensure required outcome is achieved
  • Recording of client details, investments, review dates etc. into FORCe (financial planning CRM)
  • Control of outstanding client correspondence including invoicing for fees and payment follow up
  • Organisation and management of client files
  • Assist the Planner meet compliance standards
  • Provide assistance to other sections of the organisation, as required particularly during absence of other team members
  • Follow the values and culture statement of Fiducian Financial Services
Previous experience as a Financial Planner Assistant will be highly regarded.

This role will be a 6 month role to start.

Salary:
From $55,000.00 per year

Benefits:

  • Professional development assistance

Schedule:

  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:

  • Narellan, NSW 2567: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

  • Have you had experience in the Financial Planning Industry?

Work Authorisation:

  • Australia (required)

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