Administration and Client Services

2 weeks ago

West Perth, Australia Page Personnel Full time

Full time 8am - 4pm
- Opportunity for career progression

**About Our Client**:
Join a highly regarded private wealth firm with a supportive and social culture. You will be provided ample opportunities for development and join a team of people who value the support you provide.

Day to day duties involve:

- First point of call for client enquires.
- Liaise with financial product providers and stakeholders.
- Provide administration assistance to advisers and client service teams, including diary management and document preperation.

**The Successful Applicant**:
In order to be successful in this role you will be able to demonstrate:

- Previous experience in administration and customer service is essential.
- The ability to exercise initiative in a fast paced environment.
- Excellent customer service, communication, and organisational skills.
- Ability to effectively coordinate multiple tasks and adhere to deadlines.
- Confident and polite phone etiquette.
- Experience using Salesforce & Xplan will be highly regarded

**What's on Offer**:

- Dynamic and diverse opportunity in the financial services industry
- $50,000 - $70,000 - depending on experience

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