Client Service Officer

3 days ago

Spring Hill, Australia Burrell Stockbroking & Wealth Management Full time

Full Time Employment (office-based role)
- Office located at Spring Hill
- 8.5 hour days (inc 1 hour lunch)

**DUTIES & RESPONSIBILITIES**
The Client Services Administrator is responsible for the maintenance of our premium service investment portfolios and assisting with the administration of Self-Managed Super Funds (SMSF) within the service.

Duties and responsibilities include, but are not limited to:

- Data processing
- Maintaining and reconciling client portfolios (cash feeds, stock feeds & supporting documents)
- Providing clients’ Tax Packs each EOFY
- Open and action incoming physical mail
- Manual recording of international trades
- Basic SMSF administration
- Creating new account portfolios & reconstructing investment portfolios

**SKILLS & EXPERIENCE**
We are looking for an individual who will take ownership of their role, possesses excellent organisational abilities and shows initiative. They will be required to work both autonomously & within a team environment, so exceptional verbal & written communication skills, client relationship skills and the ability to multi-task and prioritise tasks are essential. Prior experience in financial services administration is advantageous given the scope of work you will be learning in a short period of time, but not required.

**JOB BENEFITS & PERKS**

With a history of success spanning 85 years, Burrell Stockbroking provides specialist stockbroking & wealth management advice to private clients in the busy finance sector. We pride ourselves on involving staff at all levels of the business and offer rewards for effort and a supportive, professional team environment. We are now seeking an exceptionally organised, efficient and adaptive individual to join our Premium Portfolio Service team.

Work in a supportive team and business environment including end of month and end of quarter social events, plus a yearly awards evening.

**Salary**: From $60,000.00 per year

Supplemental pay types:

- Christmas bonus
- Performance bonus

**Experience**:

- administration: 1 year (preferred)

Work Authorisation:

- Australia (required)

Work Location: In person

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