Client Service Officer/Administration Officer
We are looking for someone to join us to provide outstanding customer service to our clients and external business partners.
Summary about this job
Administrative Assistants
Company: Envision Financial
Location: ACT
Work type: Full Time
Salary: $40,000 - $59,999
Phone: +61-2-2065-3438
Fax: +61-2-5199-6232
E-mail: n\a
Site: n\a
Detail information about job Client Service Officer/Administration Officer. Terms and conditions vacancy
- Wide range of duties and responsibilities
- Flexible workplace and environment
- Ongoing training and development
About the business
Envision financial is a boutique financial planning business that provides a wide range of service offerings to clients. The staff at Envision go above and beyond to ensure every client interaction is special.
About the role
If you have an eye for detail, experience in financial services as well as the drive to make a difference we have a role for you. You will work in a small team and provide outstanding customer service on a daily basis. You will be required to work independently on projects as well as part of a broader team. Day to day you will assist clients, prepare and action admin based tasks as well as to provide ongoing support to the adviser as part of the team. You need to be flexible, bubbly and have initiative. There is no emoji that can replace these qualities. You need to own the role and think outside the box.
Benefits and perks
Our office is located in Phillip, near other businesses and has free parking.
Skills and experience
Have worked in the financial services industry with at least 2 years experience.
Be looking for a new challenge and want to own the role and grow professionally.
Have an understanding of superannuation and risk insurance administration.
Have experience with Xplan software but not essential if you are strong with other Office applications.
Have great communication skills and want to work hard in a flexible environment to hit deadlines.