Client Services Officer/ Administrator

3 days ago

Perth, Australia HAYS Full time

An exciting opportunity to work in a Wealth Management firm with a great reputation
**Your new company**
Your new company is a Wealth Management firm that specialise in investment and comprehensive financial planning. They manage superannuation and private portfolios for high-net-worth clients. They are located south of the river and close to Perth CBD. They are currently looking for a Client Services Administrator to join their well established and experienced team on a full time basis.

**Your new role**
You will be responsible for assisting in statement of advice documents and attend clients with clients when required. You will deal with clients directly in relation to cash transfers, setting up new accounts and handling queries from existing clients. You will assist with Annual Reviews and calculating annual performance returns.

**What you'll need to succeed**
In order to be successful, you will have previous experience in a Financial Planning firm and have strong customer service skills. You will be a team player, motivated and can work in a fast pace environment. You will also have great Microsoft office skills and attention to detail.

**What you'll get in return**
- A competitive salary.
- 25 days annual leave days
- Paid Christmas shut down leave.
- A great opportunity to work with a well established and collaborative team.
- Free Parking on Site in a great location in South Perth.

**What you need to do now**

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

**LHS 297508** #2739526

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