Admin/Client Relations

2 days ago

Gold Coast, Queensland, Australia Clear Sky Financial Full time

The Opportunity:
Are you ready to build a meaningful career with one of Australia's fastest-growing Financial Planning firms?
At Clear Sky Financial, we believe a successful business looks after its clients, its people, and the wider community. This caring approach has been well-received by clients, driving our growth from 8 staff in 2019 to over 80 today. We've recently joined forces with Australia's Number 1 Investment Manager to elevate our business further.
If you want to be part of a successful company doing meaningful work, now is a great time to join us.
Experience or No Experience:
We have a position available for a Client Service Officer and general Admin staff. Whether you're experienced or just starting out, we offer full training.
We're looking for intelligent, motivated individuals who fit our culture; we can teach the technical skills. A role with Clear Sky offers variety, career progression, and ongoing training in a fun office environment where every team member is valued.
Work should be fun and rewarding.
If you're unsure about your career path or find your current role unexciting, send through your resume, and our recruitment team can show you what a career with Clear Sky Financial can offer.
We prioritise people over profits. Whether it's providing great service to clients or supporting amazing causes through our workplace charity, we firmly believe you can make money and make a difference.
We don't care about gender, age, or background - we value hard work and a commitment to client care above all else.
Where are you based?
You'll be working out of our Mermaid Beach office, where you can enjoy lunch at the beach or grab a free snack from the kitchen and relax in our breakout room with darts or pool.
What will my days look like?
We train our team in various areas to ensure a dynamic work experience. As part of the Client Relations Team, you'll work closely with our Financial Advisers. Depending on your strengths, your role may include:
Preparing client documentation
Communicating with clients, Super Funds, and Insurance Companies
Providing general admin support across the business
Data entry
To excel in this role, you should be confident on the phone with clients, possess empathy, and be able to build and sustain client relationships in just one call. Your role will evolve as you learn more, and so will your career opportunities.
Qualifications & Experience:
Proficiency in Microsoft Office, particularly Excel
Strong typing and computer skills
Excellent communication skills and polite phone manner
Fluent English
Benefits:
Excellent opportunities for career growth
Professional development programs
Regular team functions
Where to from here?
If you have great attention to detail, strong computer skills, and excellent English, we'd love to hear from you Previous experience in an admin role is great, but we also have junior positions for those just starting out.
To apply, click the link, and a member of our team will contact successful candidates for an interview.

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