Client Services Officer
South Yarra based financial planning firm requires Client Services Officer on a part time basis to start ASAP
Summary about this job
Administrative Assistants
Company: Hays Office Support
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-3-2380-2812
Fax: +61-2-1866-8533
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer. Terms and conditions vacancy
- Part time Wednesday - Friday
- Family orientated with close knit team
- Financial planning industry experience is essential
South Yarra based financial planning firm requires Client Services Officer on a part time basis to start ASAP
Your new company
This highly successful, boutique and family orientated financial planning firm are well established in the market place with a stable and prosperous client base. They have a strong reputation for their passion and care factor towards their staff and clientele. Situated in South Yarra, they currently have a rare opportunity for an experienced Client Services Office to join their team.
Your new role
- Answer all incoming calls and manage client appointments
- Support Managing Director with administrative tasks including diary management
- Collation and implementation of Statements of advice and reviews
- Prepare client introduction kit, and documentation for implementation of recommendations
- Prepare quotes and insurance applications
- Maintaining and updating appointments, client details & notes on XPlan
- Managing all meeting room and bookings
What you'll need to succeed
- Prior Client Services or Administration experience within Financial Planning
- Experience using Xplan preferred along with one of the following: ASGARD, NetWealth or Panarama
- Excellent interpersonal, communication, and client facing skills.
- Professional manner with an eye for detail, and proven organisational skills.
What you'll get in return
This is a part time opportunity Wednesday - Friday where you will have the opportunity to gain an excellent work life balance. This whilst working within a close knit team who are passionate, family orientated, and management who truly care about their staff.
What you need to do now
If you're interested in this role please apply ASAP, click 'apply now' to forward an up-to-date copy of your CV, or email Amy Goodin [email protected]