Client Support officer

2 days ago

Coffs Harbour, New South Wales, Australia HQB Financial Solutions Full time $40,000 - $60,000 per year

HQB Financial Solutions is a small boutique family-owned Financial Planning firm offering a permanent part time position directly supporting a Financial Adviser with day-to-day administration and client support. HQBFS is well established business and provides a pleasant flexible working environment with a family first approach.

You will be required to operate CRM systems, prepare presentation documents, submit, and follow through with applications, communicate with clients, and liaise with various product providers in support of a Financial Adviser. Applicants must have sound problem solving skills, quick learning capabilities and must be trusted to work unsupervised.

Increase of hourly pay rate is available based on your ability and experience. The position is currently 2 days per week and available for an immediate start.

Applicants must have

  • High level computing skills
  • Competent with Office 365 (word, excel and Outlook)
  • Ability to communicate effectively to a variety of clientele age groups.
  • Work in an unsupervised environment.
  • Sound problem solving and learning abilities.
  • Well presented with a pleasant personality able to work within a team environment.

Preferred applicants would have

  • Experience supporting a professional up and beyond secretarial duties.
  • Experience with CRM systems.
  • Personal Assistant experience within the financial Planning industry.
  • Tertiary education. (Certificate 3 and/or 4 in Business administration)
  • Supported a Financial Adviser in a previous role.

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