Highly Motivated Senior Support Specialist

1 week ago

Melbourne, Victoria, Australia beBeeSupport Full time $60,000 - $80,000

Are you looking for a challenging role that combines financial planning, administrative support and strong client relationships? As a Senior Practice Support Officer, you will be the first point of contact for our clients, providing exceptional service and support to help them achieve their financial goals.

Key Responsibilities:
  • Prepare and support advice documentation: Develop high-quality advice documents and support materials for our advisers and paraplanners.
  • Conduct research and modelling: Utilize tools like Xtools+, WealthSolver and Risk Researcher to conduct research and analysis to support our clients' financial planning needs.
  • Collaborate with advisers and paraplanners: Work closely with our advisory team to implement tailored client strategies and deliver exceptional client outcomes.
  • Maintain accurate records: Ensure that all client records, contracts and documentation are accurate and up-to-date.
Required Skills and Qualifications:
  • Client-Focused Service Excellence: Deliver exceptional service to our clients, with a focus on building strong relationships and trust.
  • Strong Analytical and Detail-Oriented: Apply critical thinking and attention to detail to ensure accuracy in financial analysis and documentation.
  • Organised and Results-Driven: Manage multiple priorities effectively and deliver results-driven outcomes.
  • Innovative and Solutions-Oriented: Identify opportunities for improvement and drive efficiency through innovation.
  • Collaborative Team Player: Work well across teams, value shared goals and foster a positive team environment.
  • Adaptable and Committed to Growth: Embrace change and actively seek opportunities for continuous learning and development.
What We Offer:
  • A Dynamic and Collaborative Team Environment: Work with a talented team of professionals who share your passion for delivering exceptional client outcomes.
  • Opportunities for Growth and Development: Take advantage of training and development opportunities to enhance your skills and knowledge.
  • Recognition and Rewards: Receive recognition and rewards for your contributions to our team's success.

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