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Financial Planning Assistant

2 months ago

Brisbane, Queensland, Australia Insignia Financial Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our team as a Client Relationship Manager. As a key member of our team, you will be responsible for providing exceptional support to our clients and Private Wealth Advisers.

Key Responsibilities
  • Develop and maintain strong relationships with clients, providing proactive support and guidance as needed.
  • Manage client correspondence, including emails, letters, and phone calls.
  • Perform administrative tasks, such as data management, report preparation, and paperwork.
  • Assist with key projects and initiatives, working closely with our Private Wealth Advisers and Head Client Relationship Manager.
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
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.
  • Ability to work in a fast-paced environment, with a high level of adaptability and flexibility.
What We Offer

We offer a dynamic and supportive work environment, with opportunities for career growth and development. Our team is passionate about delivering exceptional service to our clients, and we are looking for someone who shares our values and commitment to excellence.