Client Service Officer
13 hours ago
About Us
Hastings Financial is a boutique Financial Planning business located in East Brisbane. We have been operating for over 30 years and pride ourselves on providing a high standard of customer service to our clients.
The Role
As a key member of our team, you will provide essential support to both our team and clients. Your responsibilities will include:
- Managing client correspondence including emails and phone inquiries
- Greeting clients and tea and coffee making
- Preparation of client review paperwork
- Maintain and update client records in our CRM system
- Assist in scheduling client appointments
- Managing client tasks such as withdrawals, switches, change of address and changes to insurance cover
- Administration support and general office duties
About you
The ideal candidate will be able to demonstrate the following skills:
- Previous administrative experience is essential
- Experience as a CSO is desirable
- Intermediate Level experience with Microsoft Office (Word, Excel, Outlook)
- Excellent organisational, communication and interpersonal skills
- Positive, outgoing personality
- Demonstrated ability to work autonomously and within a team
Why Join Us?
- Supportive team environment with ongoing training
- Street parking available for easy transport to the office
- Many local coffee shops, cafes, and an IGA within walking distance
- Salary negotiable based on experience
- Role is available for an immediate start or can delay commencement for the right candidate
If you would like to be considered for this role, please forward your application and a cover letter to our Practice Manager, Zoe Mallon.
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