17049I | Client Services

3 weeks ago

Ipswich, South Dakota, Australia TONI&GUY Australia Pty Ltd Full time
We are seeking a professional individual with a personable approach, demonstrating a strong commitment to client service and excellence in financial administration to join a well-established professional services firm in Ipswich. Join a team that supports your personal and professional growth, who values your well-being, offering a Wellness Day every second Friday.

This is a permanent full-time opportunity based in Ipswich working Monday to Friday 8:30am – 5:00pm.

You will be responsible for a range of client servicing and financial functions:

• Updating client account information in templated Client Review Reports ready for scheduled client meetings.

• Ensure Client Review Reports are completed accurately in a professional and timely manner ready for client meetings.

• Contact relevant product providers to access required client product information.

• Associated administration duties to support the team, ensuring all other tasks assigned are completed as requested.

To be considered for this opportunity, you should demonstrate

• Strong communication and problem-solving skills

• Highly organised with great attention to detail – time sensitive reporting requiring a very high level of accuracy.

• Someone with a good understanding of superannuation and insurance advantageous but not essential.

• Proficient in Microsoft Office Suite especially Excel and reports delivery via PowerPoint.

• Previous experience with industry specific software Xplan Client Focus advantageous but not essential.

• A team player who thrives in a collaborative environment.

Apply today or contact our recruitment team on 3812 2920 for further information (or email kylie@topoffice.com.au).

We look forward to hearing from you

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