Client Service and Administration officer
Client service and administration superstar needed urgently for our growing business.
Summary about this job
Financial Planning
Company: Limetree Wealth Management
Location: Adelaide
Work type: Full Time
Salary: n\a
Phone: +61-8-6155-2526
Fax: +61-3-7135-9108
E-mail: n\a
Site: n\a
Detail information about job Client Service and Administration officer. Terms and conditions vacancy
We are a small financial planning practice with big plans, located 5 minutes south of the CBD in the Unley area.
An opportunity has arisen for a permanent full-time experienced client service officer to join our close knit team.
As part of this role you will be responsible for but not limited to:
- Meeting and greeting our clients
- Managing client reviews, including booking meeting appointments, preparation of review documents and implementation of chosen strategies
- Point of contact for client enquiries (phone & email)
- Assisting advisers with client relationship management
- Maintaining the integrity of the client database
- Providing technical administrative support to advisers, and the broader wealth team
- Contributing to continuous process improvement
- Liaising with product providers and other third parties
- Ensuring accuracy and compliance of client files and advice documents
The successful candidate will enjoy working in a fast-paced environment, be passionate about providing exceptional customer service and providing support across the business.
You will need to demonstrate the following:
- RG146 competencies as required by Corporations Act
- Previous experience within financial planning business as customer service/administration or paraplanning role
- A vibrant personality
- Excellent communication skills including a professional phone manner
- Extremely strong attention to detail
- Proficient computer skills in Microsoft Word, Excel and Xplan
- Ability to multi-task and prioritise duties
- Have a desire to support a range of clients and be part of a culture which is focused on delivering quality outcomes.
So if you think this is the opportunity you've been waiting for send us your resume, together with a covering letter telling us why you would be perfect for this role to: [email protected]