Client Services

23 hours ago

Hampstead Gardens, Australia Goh Financial Advisers Full time

**Client Services / Administrative Assistant**

We are looking for a Client Services / Administrative Assistant to join our team.

**About Us**:
We are a growing financial planning business now in our 11th year of operations. We pride ourselves on providing our clients with tailored personal financial advice, delivered with empathy, sensitivity and understanding. Our genuine desire to get to know our clients, understand their objectives in order to provide tailored financial advice and great experience. This has resulted in many happy clients leaving us outstanding reviews, testimonials and referrals to family and friends.

We are looking for an experienced Client Services Officer/Administration Assistant to join our business, to provide client relationship and team support. This would be a good opportunity for an individual looking to take a step forward in their career, in a financial planning industry.

Your responsibilities will include:

- Liaise with clients and industry participants
- Prepare client documentation for meetings
- Assist with workflow management
- Database maintenance
- Website, social media and newsletter management
- Conduct compliance checks, ensuring policy and procedures are adhered to
- General administrative support i.e. scanning, filing etc.

**Ideally, you will**:

- Have completed your Diploma of Financial Panning (RG146 Compliant) (or working towards) desirable
- Have at least 1 years’ experience in a financial planning office
- Have Xplan knowledge
- Have excellent verbal and written communication
- Have experience being responsible for the implementation of advice recommendations
- Be a team player who is able to form relationships easily with others
- Have a strong understanding of industry regulations and compliance requirements
- Be a problem solver, with exceptional attention to detail to produce high quality work
- Be comfortable multi-tasking and with supporting the business as required
- Have a keen attention to detail and excellent time-management skills

In return, we offer ongoing training and support in a friendly and fun working environment that truly values its employees. You will become a part of a close knit team that values education.

**Why Should You Apply?**
- Ongoing support and Training provided
- Opportunity to learn in a supportive environment
- Conveniently located in Hampstead Gardens
- Friendly and fun working environment
- Become part of a close knit team that values your input

**Salary**: $45,500.00 - $58,000.00 per year

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Hampstead Gardens, SA 5086: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (required)

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