Administration / Cso

Administration / CSO

Our client, based in the Southport CBD is a boutique investment firm within the property sector. They have a strong reputation and good flow of inbound work, leading to a very bright outlook for the business.

They are now seeking an experienced Administrator / Client Services Officer to join the team in a permanent part time role supporting daily operations. 30 hours per week are on offer and there is some flexibility that can be negotiated to suit your lifestyle commitments.

On offer is a very competitive perm p/t hourly rate, flexible work options, paid parking in Southport CBD, ongoing training and really interesting work that also helps your clients.

Your role will be responsible for providing assistance to the team with client investment management and administration activities including:

- Creation and maintenance of client files
- On-boarding of new clients and implementation of processes
- Preparation of forms, documents and correspondence
- Assisting with the analysis of client financial information
- Managing and completing client related tasks
- Project management with external stakeholders and third party providers.

It will be highly suited to a person that has come from an accounting or insolvency firm, the banking sector, finance or lending businesses or professional services firms.
- Strong client service and communication skills are a must
- High level administrative and IT skills with highly accurate data entry, spelling and grammatical skills
- The ability to read and understand financial documents;
- Attention to detail in collating information and preparing documentation;
- Skills in Microsoft Office and Google Suite as well as CRM’s
- Ideal to have experience in using finance software.
- High organisational, time management and multi-tasking skills
- Self-directed with the ability to work autonomously in the office

Please click on the link to apply.

If you wish to have a confidential discussion before you apply, please call David Ford directly on 0414862979.