
Senior Financial Services Coordinator
6 days ago
Toronto Wealth, a company based in the Gold Coast, seeks an experienced Client Services Officer to join its team. The ideal candidate will be responsible for managing adviser calendars and appointments, liaising with clients to request and follow-up required information, guiding clients through each step of the advice process, and performing basic implementation relating to superannuation only.
About the Role- The position is permanent and full-time, located at Mermaid Beach office on the Gold Coast.
- You will work closely with financial planners to ensure seamless client experiences.
Key Responsibilities:
- Managing adviser calendar and appointments.
- Liaising with clients to request and follow-up required information.
- Guiding clients through each step of the advice process.
- Basic implementation relating to superannuation only.
- You have a minimum of 3 years' experience in a financial planning client services role.
- You possess excellent written and verbal communication skills.
- You are highly organised with good time-management skills.
- You have a friendly phone manner.
- You can work autonomously and effectively manage your workload.
- You have experience with Microsoft Word and Excel.
- XPLAN experience is an advantage.
- A fun and supportive work environment.
- A competitive salary (based on experience).
- Opportunities to collaborate with a knowledgeable and high-achieving professional team.
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