Customer Services Officer

All vacancies of AustraliaAdministration & Office SupportCustomer Services Officer

Paragon Advisors & Accountants are seeking a motivated and energetic person to join the Financial Planning Division of their firm

Summary about this job

Administrative Assistants

Company: Paragon Advisors & Accountants Pty Ltd

Location: Launceston & North East

Work type: Full Time

Salary: n\a

Phone: +61-2-2527-8512

Fax: +61-2-7505-6373

E-mail: n\a


Detail information about job Customer Services Officer. Terms and conditions vacancy

  • Permanent Full-time position in Launceston
  • Part of a highly motivated, successful team
  • Career path available and further study supported

The main responsibilities of the CSO will include, but are not limited to:

  • Support and assistance to the Financial Advisor and Portfolio Manager
  • Responding to client queries face to face, via email or over the phone
  • Set up and entering of client information into Voyager (XPlan)
  • Maintenance of databases including Voyager and Astute Wheel
  • Liaison with Count and other third parties as required
  • Printing and collating completed plans
  • Facilitation of client reviews
  • General administration duties as required

The successful applicant will need to display the following:

  • Office administration and computer skills
  • Excellent communication skills, both verbal and written
  • Exceptional organisational skills and attention to detail
  • Strong work ethic and good time management skills
  • Previous experience with a Financial Planning firm would be an advantage but is not essential

Salary will be in line with skills and experience.  Applications will close on 1 August 2018.

To apply please email a cover letter and your resume to [email protected] 

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