Financial Planning Assistant

2 days ago


Bendigo, Victoria, Australia Blackwood Advisory Full time

Our Company

Blackwood Advisory is a regional Victorian financial planning and accounting business that provides expert advice to local communities without the need for city travel. We are seeking an experienced Client Services Officer to join our team in Bendigo, Geelong, Ballarat or Sunbury.

Job Summary

This is a full-time Client Services Officer role that involves working closely with our Financial Advisers to provide exceptional customer support and communication. You will be responsible for maintaining strong processes, working autonomously, and ensuring customer satisfaction.

Key Accountabilities

  • Maintaining strong relationships with clients and colleagues
  • Providing exceptional customer support and communication
  • Assisting Financial Advisers with administrative tasks
  • Ensuring seamless day-to-day operations

Requirements

  • Excellent interpersonal skills and communication abilities
  • Previous experience in financial planning
  • Strong written and verbal communication skills
  • Experience with Xplan, Salesforce CRM, MS Office suite highly desirable
  • Ability to work well in a team and independently


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