![Findex](https://media.trabajo.org/img/noimg.jpg)
Client Services Officer
3 weeks ago
Do you love Client Services and administration? Here is an opportunity not to be missed
We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Albury office.
Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make your journey a success, so you can grow your career
What will your typical week look like?
- Prepare accurately reconciled client review reporting for Advisers.
- Liaise with fund managers and maintain client portfolios through financial planning software.
- Booking appointments, document management and data entry and deliver general ad-hoc administrative support.
- Deliver quality service and outputs to client in both written and verbal form.
More about the perks
- Comprehensive training including a dedicated buddy to get you off to the right start.
- Clear career development pathway and ongoing training support.
- Opportunities to continue advancing your career development.
Let’s talk about you
You are a passionate about providing a great experience to your stakeholders and have the following background:
- You have experience delivering exceptional Client Services and a true interest in Financial Planning.
- Excellent client and stakeholder relationship management skills.
- Top notch attention to detail and organisational skills.
- A genuine team player with the ability to empower other people to learn and develop.
Let’s talk about our team
Our growing passionate team has:
- A wealth of knowledge in Client Services and financial planning.
- Supportive, positive and collaborative & passionate about delivering quality service.
- Connected with stakeholders in the business both locally and nationally.
About us
Why Findex? #Writeyournextchapter
With a passion for well-being, we adopt a dynamic working environment and empower our people to operate from wherever they find themselves most engaged, productive, and collaborative, while leveraging a flexible blend of remote and in-office work.
If you would like to be a part of a big and bold business who value a client first approach, and who passionately recruit and promote from within (with 31% of hires being internal mobility), then we want to hear from you.
Next steps?
Apply now – we can’t wait to hear from you Please note, you will be directed to our careers page to apply.
PLEASE NOTE:
Only candidates with valid working rights within Australia will be considered.
Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.
Note for Recruitment Agencies:
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
-
Client Services Officer
4 weeks ago
Albury, Australia Findex Full timeDo you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Albury office. Day to day, you will support our Advisers and...
-
Client Services Officer
1 week ago
Albury, Australia Findex Full timeDo you love Client Services and administration? Here is an opportunity not to be missed We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Albury office. Day to day, you will support our Advisers and ensure that...
-
Intake Officer, Support Services
1 week ago
Albury, Australia Albury Wodonga Health Full timePosition Summary Dynamic work environment and collaborative team culture Inclusive Workplace Culture Albury Wodonga's lifestyle is one you can afford to enjoy About the Role The Intake Administration Officer's primary function is to provide telephone intake and screening for newly referred clients accessing allied health and community...
-
Intake Officer, Support Services
1 week ago
Albury, Australia State Government of Victoria, Australia Full timeAbout the RoleThe primary function of the Intake Administration Officer is to provide telephone intake and screening for newly referred clients accessing allied health and community services. Working closely with clinical staff and the Intake and Single Point of Entry Team Leader, the Officer engages, screens, determines referral priority, and ensures timely...
-
Intake Officer, Support Services
1 month ago
Albury, Australia Albury Wodonga Health Full timePosition Summary Dynamic work environment and collaborative team culture Inclusive Workplace Culture Albury Wodonga's lifestyle is one you can afford to enjoy! About the Role The Intake Administration Officer’s primary function is to provide telephone intake and screening for...
-
Housing Services Officer-Wodonga
1 week ago
Albury, Australia State Government of Victoria, Australia Full timeLocation: North East Region | Albury/Wodonga Job type: Full time Organisation: Department of Families, Fairness and Housing Occupation: Community Services Reference: VG/DFFH/COPL/ The Department of Families, Fairness and Housing (DFFH) works hard to create equal opportunities for all Victorians to live asafe, respected and valued life.Our areas of focus are...
-
Albury, Australia Aspire Support Services Full timeIntroduction:Aspire works alongside people with disabilities and their families to achieve their goals and aspirations. We believe that everyone should be able to achieve their goals and live the life they choose.Our focus is to work together with all to build a community where all people are empowered and supported. We provide a variety of services in and...
-
Albury, Australia Kirinari Community Services Full timeOpportunity to increase income through extra hours, overnight shifts andweekend workA rewarding career with ability to give back to our community in a growingservice sectorAccess to penalty ratesHands-on buddy shifts and induction trainingOpportunities to upskill, develop and progress within the organisationA dedicated leadership team to assist, guide and...
-
Customer Service Officer
2 months ago
Albury, Australia GFG-Alliance Full timeJoin our successful and tight-knit team in our Albury branch. You will be working closely with both our Sales and Operations teams, to ensure customers have a positive experience with Infrabuild Steel Centre. You will be working Monday to Friday, 8: am – 4: pm. This is an exciting opportunity for someone looking for a career change or to build on...
-
Customer Service Officer
3 weeks ago
Albury, Australia GFG-Alliance Full timeJoin our successful and tight-knit team in our Albury branch. You will be working closely with both our Sales and Operations teams, to ensure customers have a positive experience with Infrabuild Steel Centre. You will be working Monday to Friday, 8: am – 4: pm. This is an exciting opportunity for someone looking for a career change or to build on...
-
Customer Service Officer
1 week ago
Albury, Australia GFG-Alliance Full timeJoin our successful and tight-knit team in our Albury branch. You will be working closely with both our Sales and Operations teams, to ensure customers have a positive experience with Infrabuild Steel Centre. You will be working Monday to Friday, 8: am – 4: pm. This is an exciting opportunity for someone looking for a career change or to build on their...
-
Albury, Australia Albury Wodonga Health Full timePosition SummaryJoin the largest regional health service between Sydney and MelbourneDynamic work environment and collaborative team cultureAlbury Wodonga's lifestyle is one you can afford to enjoyAbout the RoleThe Service Desk Officer will be a key member of the IT team, responsible for offering initial support to AWH staff, ensuring a high level of...
-
Clerical Assistant
1 month ago
Albury, Australia HOBAN Recruitment Full timeWhat's in it for you1 month assignment with potential for extensionPosition located in Albury. NSW.Payrate: $29 - $31 p/hrPosition Description:The Housing Assistant position is an integral role within our client service delivery team. As a Housing Assistant, you will provide essential administrative support to ensure the smooth functioning of our housing...
-
Clerical Assistant
3 weeks ago
Albury, Australia HOBAN Recruitment Full timeWhat's in it for you1 month assignment with potential for extensionPosition located in Albury. NSW.Payrate: $29 - $31 p/hrPosition Description:The Housing Assistant position is an integral role within our client service delivery team. As a Housing Assistant, you will provide essential administrative support to ensure the smooth functioning of our housing...
-
IT Service Desk Officer, Information Management
1 month ago
Albury, Australia Albury Wodonga Health Full timePosition Summary Join the largest regional health service between Sydney and Melbourne Dynamic work environment and collaborative team culture Albury Wodonga's lifestyle is one you can afford to enjoy! About the Role The Service Desk Officer will be a valued member of the IT...
-
Albury, Australia Absoluteeldercare Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Administration & Support Services Officer, Facilities & MaintenanceThe Administration & Support Services Officer is a valued member of the Facilities & Maintenance Team and is responsible for supporting F&MS operational activities through the provision of...
-
Albury, Australia State Government of Victoria, Australia Full timeAdministration & Support Services Officer, Facilities & Maintenance Job posted: 14/06/2024 Location: North East Region | Albury/Wodonga Job type: Ongoing - Full Time Occupation: Administration/Secretarial Reference: 575 Closing Date: 17/06/2024 The Administration & Support Services Officer is a valued member of the Facilities & Maintenance Team and is...
-
Albury, Australia Albury Wodonga Health Full timeAbout the RoleClosing Date: 17/06/2024 The Administration & Support Services Officer is a valued member of the Facilities & Maintenance Team and is responsible for supporting F&MS operational activities through the provision of administrative support, primarily to F&MS team, inclusive of Infrastructure Projects and administrative continuous improvement....
-
Albury, Australia Albury Wodonga Health Full timeAbout the RoleClosing Date: 17/06/2024 The Administration & Support Services Officer is a valued member of the Facilities & Maintenance Team and is responsible for supporting F&MS operational activities through the provision of administrative support, primarily to F&MS team, inclusive of Infrastructure Projects and administrative continuous improvement. The...
-
Project Support Officer, Infrastructure
7 days ago
Albury, Australia Projects Abroad Inc. Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Project Support Officer, Infrastructure & Capital Projects The Albury Wodonga Regional Hospital Project (AWRHP) is a $558million initiative of the NSW, Victorian and Federal governments to deliver a facility that will support high quality, accessible and contemporary...