Receptionist / Client Service Officer

2 weeks ago

Melbourne, Victoria, Australia Hanmoore Financial Solutions Full time $50,000 - $70,000 per year

We are a professional and successful financial planning company.

We are offering an opportunity to join our team at our Essendon office.

You will have the primary responsibility for reception duties as well as involvement in client services duties such as :

  • Collaborating with advisers in the business
  • Preparation of client correspondence
  • Collation, submission and follow up of client documentation
  • Following up client queries

Ideally you will have experience in financial services or completed relevant studies. You will be provided with ongoing training to develop your skills and knowledge . To this end an ability to grasp new concepts and to problem solve is essential.

The successful candidate must be well presented and have :

  • The ability to build positive relationships
  • Strong written and verbal communication skills
  • The ability to prioritise tasks according to importance in a fast paced environment
  • The capability to multi-task without compromising on quality
  • Strong attention to detail

To apply for this role please submit your resume and include a personalised cover letter to Mathew Gale.

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