Client Services Officer

3 weeks ago

Wayville, Australia Entree Recruitment Full time

**Permanent full-time position | Located in Wayville | $65K - $70K + super**
- ** Provide administrative support to a team of financial advisors**
- ** Progressive and positive culture with strong staff retention**

**About the company**

FinSec is a financial planning and advisory firm that has been assisting South Australians with their financial advice requirements for over thirty years. Specialising in Self-Managed Super Funds, UK Pension Transfers, Risk Management and Wealth Creation, this team of financial professionals provide quality advice and service to their well-established clients. Due to continued growth, an opportunity for a Client Services Officer is available.

**About the role**

As the Client Services Officer, you will be responsible for providing support to a team of Financial Advisors. In addition, you will provide excellent front-line customer service while providing administrative support to the team and being a master of multiple priorities. Located in Wayville, this role is offered on a permanent, full-time basis.

**Duties**
- Workflow management
- Correspondence and client document preparation
- Check documentation and lodge business?? whilst meeting compliance requirements
- Client review management including fee disclosure and opt in requirements
- Database maintenance
- Client liaison
- Reception relief
- Process and implement all advice

**Skills & experience**
- Previous experience within financial planning and supporting multiple advisors
- Sound knowledge of the financial planning industry
- Working knowledge in direct equity administration is desirable
- A genuine and personalised approach to customer service
- Computer savvy with exposure to Xplan (or other financial planning package)
- Experience in self-managed super funds (desirable but not essential)
- Strong database management skills
- Impeccable attention to detail
- A qualification in Financial Planning and / or Finance, or currently studying towards a qualification, is desirable

**Culture & benefits**
- Strong staff retention
- Long standing business relationships spanning over 30 years
- Boasts progressive and positive culture which is embraced by all staff
- Unique opportunity to join a growing and cohesive team

**How to Apply**
- Sector:

- Business & Executive Support,- Contract type:

- Permanent
- Location:

- Wayville
- Salary:

- $65K - $70K + super
- Job Reference:

- JO-2308-8682
- Contact name:

- Joanna Slaven
- Job published:

- about 1 hour ago

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