Client Services Officer

4 days ago

Narellan, Australia Fiducian Macarthur Full time

We are a local franchise of a national Financial Planning company currently seeking an experienced individual for administrative support in our Team located in Macarthur.

We are growing and looking to expand our small team.

Your role will be to provide a high level of administrative support to our Financial Planners through the management of all business and administrative functions. Manage the client service experience and relationship and provide a familiar and competent point of contact for the client when the Planner is unavailable.

Your responsibilities will include but will not be limited to:

- Manage Planner appointments/schedule, including co-ordination of all client review appointments
- Receive Planner telephone calls and action appropriately
- Manage Planner appointments/schedule, including co-ordination of all client review appointments
- Receive Planner telephone calls and action appropriately
- Receive Planner correspondence, electronic and postal-distribute appropriately
- Assist during client appointments as required (i.e. photocopying, word processing, coffee etc.)
- Update client portfolios in preparation for client reviews
- Assist Planner with basic calculations
- Assist with the preparation of Records of Advice and other correspondence
- Management of all paperwork required for transactions including insurance, investment, superannuation, SMSFs, in-specie transfers, accounting data, loans etc.; liaise with relevant parties as required
- Client investments lodged in appropriate timeframe/s and follow up of all transactions to ensure required outcome is achieved
- Recording of client details, investments, review dates etc. into FORCe (financial planning CRM)
- Control of outstanding client correspondence including invoicing for fees and payment follow up
- Organisation and management of client files
- Assist the Planner meet compliance standards
- Provide assistance to other sections of the organisation, as required particularly during absence of other team members
- Follow the values and culture statement of Fiducian Financial Services

Previous experience as a Financial Planner Assistant will be highly regarded.

This role will be a 6 month role to start.

**Salary**: From $55,000.00 per year

**Benefits**:

- Professional development assistance

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- Narellan, NSW 2567: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Have you had experience in the Financial Planning Industry?

Work Authorisation:

- Australia (required)

  • Service Receptionist

    2 days ago

    Narellan, Australia Macarthur Automotive Full time

    **Macarthur Automotive** is part of the Peter Warren Group, one of Australia’s largest multi-franchise automotive dealer groups. Founded in 1958, we have expanded across South West Sydney, North Shore, Regional NSW, Northern NSW and throughout South East Queensland. With some of the finest vehicle brands in the world we cover all aspects of vehicle...

  • Service Receptionist

    5 hours ago

    Narellan, Australia Macarthur Automotive Full time

    **Macarthur Automotive** is part of the Peter Warren Group, one of Australia’s largest multi-franchise automotive dealer groups. Founded in 1958, we have expanded across South West Sydney, North Shore, Regional NSW, Northern NSW and throughout South East Queensland. With some of the finest vehicle brands in the world we cover all aspects of vehicle...

  • Customer Service

    2 weeks ago

    Narellan NSW, Australia Fully Promoted Camden Full time $40,000 - $60,000 per year

    Customer Service & Office AdministratorNarellan, NSW | Part-TimeFully Promoted Camden is a growing local business specialising in branded uniforms, embroidery, digital printing, and promotional products. We're looking for a Customer Service & Office Administrator to join our team and help us deliver an outstanding experience for our clients.What you'll do:Be...

  • Casual Cleaning Superstar!

    1 week ago

    Narellan, Australia Clean And Content Cleaning Services Full time

    **Join Our Team: One New Superstar Casual Cleaner Wanted!** **All training provided!** Are you someone with a passion for cleanliness, an eye for detail, and a willingness to learn? Look no further! Clean And Content Cleaning Services, a thriving small business, is on the lookout for a reliable and enthusiastic Casual Cleaner to join our dynamic...

  • Support Worker

    2 weeks ago

    Narellan, Australia Disability Services Australia Full time

    We are seeking reliable Disability Support Workers to join our team to support people with a disability living in our specialist disability accommodation in **Narellan**. **What's in it for you?** - Flexible roster pattern to enable a healthy work-life balance. - Regular **Permanent Part Time** shifts available. - ** Narellan location.**: - Complete your...

  • Therapeutic Support Worker

    6 days ago

    Narellan, Australia Level Up Youth Services Full time

    Ever thought about becoming a Youth Mentor? Helping youth in seeing there full potential - Well Level Up Youth are looking for you to join the team. We provide great training and support. Required needs - ️Qualifications in Community Services or related field. ️Drivers licence and vehicle ️Current checks, WWCC, police and NDIS screening ️Passion...

  • General Administrative Support Officer

    6 days ago

    Narellan, Australia NSW Government -NSW Police Force Full time

    **Clerk Grade 1/2**: - **Temporary, Full-Time up to 12 months (2 roles)**: - **Narellan** **About us** The NSW Police Force (NSWPF) is one of the largest police forces in the western world, with more than 20,000 employees, including more than 4,000 administrative employees who support the sworn officers that provide a range of law and order services 24...

  • Receptionist/ Customer Service

    4 days ago

    Narellan, Australia Royal Dental Care Full time

    A position has become available for a Receptionist/ Customer Service to join a well-established Dental Care call Centre that provides a complete service for the dental health. The office is situated in Narellan NSW. - Knowledge in working with Core Practice software. - Professional presentation and communication skills. - Demonstrate ability to prioritize...

  • Waste Administration Support Officer

    1 week ago

    Narellan, Australia Camden Council Full time

    SALARY: $1,296.05 - 1,485.02 pw + Super Work Type: Temporary Full Time (up to 12 months) Location: Waste Depot - 5 Millwood Avenue, Narellan 2567 - Enjoy a 35-hour working week - Flexibility through flex leave provisions and hybrid work arrangements - Health program including free flu vaccinations, skin checks and health and wellbeing leave options -...

  • Phone and Front Office Receptionist

    6 days ago

    Narellan, Australia First Choice Dental Full time

    Could this be you? - Fantastic opportunity for an experienced Receptionist - Part/Full time hours - Great culture and a challenge A career at First Choice Dental is more than just a job. It is an opportunity to make a real difference in the lives of our patients and the community. We are looking for an experienced and enthusiastic Dental Receptionist to...