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Financial Planning Assistant

2 months ago

Sydney, New South Wales, Australia Insignia Financial Full time
About the Role

We are seeking a highly motivated and organized individual to join our team as a Client Relationship Manager. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and supporting our Private Wealth Advisers in delivering high-quality advice.

Key Responsibilities
  • Develop and maintain personable client relationships, providing proactive support and guidance as needed.
  • Manage client correspondence, including emails, phone calls, and meetings, ensuring timely and effective communication.
  • Perform administrative tasks, such as data management, report preparation, and paperwork, to support the implementation of financial advice.
  • Collaborate with our Private Wealth Advisers and the Head Client Relationship Manager on key projects, providing support and expertise as required.
Requirements
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficient in Microsoft Office Suite, with experience in data management and report preparation.
  • Able to work in a fast-paced environment, with a high level of adaptability and resilience.
About Us

Insignia Financial is a leading financial advisory firm, dedicated to delivering exceptional service and advice to our clients. We are committed to building strong relationships with our clients, colleagues, and community, and we are seeking like-minded individuals to join our team.