Financial Services Assistant

3 weeks ago

Sydney, New South Wales, Australia Charterhouse Full time

Role Overview

We are seeking a highly organized and detail-oriented Team Assistant to support our clients expanding Wealth Management Division at Charterhouse.

About the Role

This is an exceptional opportunity to join a close-knit team within a progressive and professional firm. As a Team Assistant, you will be responsible for maintaining and updating client databases, preparing and formatting client correspondence, and providing general administrative support to Client Service Officers and the wider team.

Key Responsibilities

  • Maintain and update client databases with accuracy and attention to detail.
  • Input and manage client data efficiently to ensure all information is up-to-date.
  • Prepare and format client correspondence using templates, ensuring professionalism and clarity.
  • Pre-populate forms on behalf of clients, ensuring all necessary information is accurately included.
  • Photocopy, scan, print, and bind documents as required, ensuring all materials are well-organized.
  • Communicate with external parties via phone and email on behalf of clients, assisting with inquiries such as term deposit instructions and account balances.
  • Check and record client cash balances regularly to keep track of financial status.
  • Handle internal and external document deliveries efficiently and professionally.
  • Assist with the reconciliation of credit card statements, ensuring accuracy in financial records.
  • Help process fund transfers and pay invoices on behalf of clients using bulk transactions.

About You

  • Strong communication skills, both verbal and written.
  • Excellent organisational and time management skills.
  • Ability to work collaboratively within a team.
  • Willingness to learn and take initiative.
  • High attention to detail and accuracy.

How to Apply

Interested candidates should apply today. Please note that this is a permanent opportunity and those with PR/Australian Citizens can only be considered.

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