Client Services Officer

Are you tired of the daily commute, rigid schedules, and office politics? Are you a parent looking for part-time work during school hours, or an individual looking for a flexible workplace? Say goodbye to the traditional 9-to-5 and hello to a new era of flexibility and freedom. If you are based in Perth and if this is something you are interested in, then we want to hear from you

**What You'll Do**:

- Supporting Financial Advisers in their day-to-day tasks, and general office admin support.
- Support new and existing clients with everyday enquiries, ensuring that we go the extra mile to make sure our clients can make informed financial decisions (providing them with factual information only).
- Assist financial planners in preparing and implementing comprehensive financial plans for clients - including processing Super and Insurance Applications on behalf of clients.
- Conduct research and analysis on various financial products such as their existing superannuation accounts and insurance policies.
- Support clients with claims enquiries and liaise with Insurance providers on their behalf.
- Prepare reports, forms, and other documentation for client meetings and presentations.
- Collaborate with team members to provide exceptional service and support to clients.
- Maintain accurate client records and ensure compliance with regulatory requirements.
- Encouraged to seek continuous improvements in the use of a CRM and other software.

**What We're Looking For**:

- Someone who is looking for a stable part-time position within a supportive and friendly team.
- Experience with a CRM system.
- Strong analytical skills and attention to detail.
- Demonstrates initiative and problem solving skills.
- Excellent communication and interpersonal skills - we are based remotely most of the time and as such, communication is a vital part of this role to ensure that deadlines are met and expectations are managed appropriately.
- Confident using Google Workspace and new software/technology.
- Ability to work independently and as part of a team.
- Looking for a long term role where you can grow and be aligned with our values.
- Based in Perth and able to travel to North Beach and surrounding areas.
- Permanent Australian work visa.
- _Previous experience in financial services or related fields is a plus but not required._

**Why Join Us**:
**Flexible Hours**:This role is currently approximately 20 hours per week and we can arrange work days and hours that align with your current commitments.

**Remote Work with some office**: Say goodbye to long commutes and hello to your cosy home office Work from anywhere with an internet connection. It is integral that you have a home office set up and be able to conduct online meetings.

**Work-Life Balance**: Balance work with personal commitments with a fantastic and supportive team.

**Autonomy**: As long as you meet deadlines and deliver quality work, you're free to manage your tasks independently.

**Supportive Workplace**: Join a vibrant team of like-minded individuals who share your passion for remote work and flexibility. Collaborate, learn, and grow together in a supportive environment. We **Advanced Office Management**: We have excellent processes, templates and automation in place, making your day smooth and streamlined.

**Job Type**: Part-time

**Salary**: $45,000.00 - $65,000.00 per year

**Benefits**:

- Employee mentoring program
- Professional development assistance
- Work from home

Schedule:

- Monday to Friday

Work Authorisation:

- Australia (required)

Work Location: Hybrid remote in NORTH BEACH, WA 6020