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Financial Services Assistant

1 week ago

Melbourne, Victoria, Australia Lowe Lippmann Wealth Advisers Full time

About the Job

This role at Lowe Lippmann Wealth Advisers is an exciting opportunity to join our team as a Client Service Coordinator. You will be responsible for delivering exceptional client service and ensuring seamless delivery of our financial planning services.

Key Tasks

Your key tasks will include:

  • Providing administrative support for our financial planning services
  • Liaising with clients and product providers on a daily basis
  • Preparing documentation for and implementing advice recommendations
  • Managing all work on our CRM database, Xplan

Requirements

  • Minimum 2 years of practical experience in a similar financial planning environment
  • Practical experience in working on the implementation of complex investments and structures
  • Excellent communication skills, both written and verbal
  • High levels of accuracy, organization, and attention to detail
  • Self-motivation, initiative, and proactivity
  • Ability to meet tight deadlines and work autonomously
  • Xplan experience is essential

What We Offer

We offer a dynamic work environment, opportunities for growth and development, and a competitive salary package.

Job Details

Seniority Level: Entry-level

Employment Type: Full-time

Job Function: Finance and Sales