
Career Progression Assistant
7 days ago
We are seeking an experienced Client Service Administrator to join our team. As a CSA, you will play a vital role in providing high-quality ongoing service to our clients.
About the Role
This is an exciting opportunity for someone looking to progress their career and develop their skills in administration, finance, and customer service. You will work closely with advisors and associates to coordinate meetings, prepare client files, and liaise with external parties.
Responsibilities
- Coordinate pre and post review meetings with clients
- Prepare client files, documentation, and checklists ahead of review meetings
- Liaise with accountants, lawyers, and stockbrokers to gather financial information
- Assist with the implementation of Statements of Advice (SOAs)
- Prepare tax statements and accountant spreadsheets
- Produce quarterly reports for upcoming client reviews
- Maintain the client database, establish new files, record, and update review dates
- Evaluate compliance requirements and ensure they are met
Requirements
We are ideally looking for someone with tertiary studies in administration, finance, or a related field. Alternatively, if you have up to 12 months of experience in a similar role, that would be beneficial.
About Our Firm
We are a respected and established firm with a lovely office located in the heart of South Yarra. We pride ourselves on having a professional, friendly, and cohesive team who work together to deliver excellent service to our clients.
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