Financial Advice Assistant

6 days ago

Melbourne, Australia Mercer Full time

**Financial Advice Assistant**

**What can you expect?**
- To support Senior Financial Advisers and Associate Advisers in preparing and implementing advice
- Being the first point of contact for our clients
- The opportunity to progress your career in Financial Advice

**What is in it for you?**
- Flexible hybrid work environment
- Leading training and development programs
- Professional environment where your career path really matters and is supported in our global organization
- Great team of energetic and supportive colleagues
- Genuine work life balance

**We will count on you to**:
The Client Service Officer acts as the intermediary between Mercer Financial Advice clients and Financial Advisers. The primary focus of this role is to manage client relationships while supporting the Financial Advice team in providing our clients with quality advice
- Field incoming client phone calls responding to and following through with client queries
- Prepare Financial Review Documents detailing clients’ investment portfolio, performance and ongoing fees
- Liaising with fund managers and maintaining client portfolios through financial planning software
- Assisting to prioritise Financial Adviser’s client contact to meet clients’ expectations, making appointments for new and review clients
- Ensure end of month process is finalised and reporting on financials is up to date
- Maintaining the CRM system and ensuring a focus on continuous improvement

**We you need to have**:

- A demonstrated ability to provide outstanding customer service
- Experience working in a busy team environment
- Excellent problem solving skills and attention to detail
- Excellent planning and organisational skills with the ability to multitask and manage various service standards and deadlines
- Advanced skills in Outlook, Word and Excel
- Strong numeric skills
- Focus on continuous improvement

**What makes you stand out?**
- FASEA Approved Degree, or progress towards completion
- Previous knowledge and or experience within the financial planning or superannuation industry

**About Mercer**:
**How to Apply**

**Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.

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