Support Services Specialist

16 hours ago


Gold Coast, Queensland, Australia Specsolutions Full time
Specsolutions: Support Services Specialist

We are looking for a highly skilled Support Services Specialist to join our team at Specsolutions. As a Support Services Specialist, you will provide exceptional support to our advice team and play a key role in developing strategies that meet clients' individual objectives, financial situations, and needs.

You will be responsible for managing clients, completing implementation and research, writing a range of strategies, and being the first point of contact for clients. You will also be involved in liaising with key stakeholders, clients, and other external parties such as accountants and fund managers.

Key Responsibilities:

  • Providing direct support to the Financial Advisers, including managing their workflow to ensure timely completion
  • Liaising with key stakeholders, clients, and other external parties such as accountants and fund managers
  • Accurately finalising and collating compliance and advice documents
  • Preparing ROAs and assisting with the preparation of SOAs
  • Implementing recommendations and processing/following up documentation
  • Building relationships and rapport with clients
  • Data entry and database management
  • Following up outstanding information with platforms and product providers

About You

To succeed in this role, you will need:

  • At least 2-7 years experience in the financial planning sector as a Client Services Officer or Client Service Administrator role
  • Diploma of Financial Planning or relevant tertiary qualification would be desirable but not necessary
  • High level administration skills
  • Good communication skills and ability to build rapport
  • Strong attention to detail
  • Knowledge of Microsoft Office suite of products is a must


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