Client Services & Administration officer

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We are hiring! Simmons Livingstone are looking for a Client Services Officer to assist our Financial Planning team and their clients.

Summary about this job

Financial Planning

Company: Simmons Livingstone & Associates

Location: Gold Coast

Work type: Full Time

Salary: n\a

Phone: +61-7-6302-6198

Fax: +61-8-2615-3578

E-mail: n\a

Site:

Detail information about job Client Services & Administration officer. Terms and conditions vacancy

We have a top performing Accounting and Financial Planning business based in Hope Island on the Gold Coast with a diverse client base and young energetic staff culture. We provide personalised wealth management strategies that are specifically designed and created to assist our clients to achieve their financial lifestyle goals.

Our staff are provided with flexible work arrangements and support for their future career development to ensure they also reach their own personal career goals.

We are looking to employ a Client Service Officer who is seeking a career in providing quality customer service to new and existing clients.

As an integral part of our Financial Advice Team you will be:

  • Undertaking general Client Service Duties
  • Confident in yourself whilst performing within a highly productive office, with time- poor clients with high service expectations and standards
  • Providing a high level of administrative support to the advisers
  • Liaising professionally and confidently with clients, referral partners and product providers

     

    The Role

  • Have advanced MS Office skills, particularly Word and Excel are essential
  • Work well under pressure and will be able to prioritise your work appropriately
  • Have strong attention to detail and time management skills
  • Demonstrate effective decision making and problem-solving skills
  • Approach tasks with a professional manner and confident personal presentation
  • Ideally have worked within a close-knit professional office environment
  • Treat all information as confidential, ensuring the privacy and integrity of client information is maintained at all times.
  • Have experience using Financial Planning software platforms, preferably Xplan

     In return our Practice will provide:

  • Training in client engagement and interaction
  • The opportunity to further develop your professional expertise
  • A supportive office / work environment
  • Young energetic office culture
  • Support in your career endeavours

    Salary package will be negotiated with the right candidate and will be dependent on the skills, experience and enthusiasm brought to the role.

    If this sounds like you please send you resume with covering letter. Applications close 25 July 2018.

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