Client Services / Portfolio Administrator
Dynamic, fast growing company requires a Client Services / Portfolio Administrator. Attractive Salary for the right candidate.
Summary about this job
Client Services
Company: Politis Investment Strategies
Location: Newcastle, Maitland & Hunter
Work type: Full Time
Salary: n\a
Phone: +61-8-9232-1915
Fax: +61-2-9257-6688
E-mail: n\a
Site: n\a
Detail information about job Client Services / Portfolio Administrator. Terms and conditions vacancy
- Friendly and Professional Environment
- Newcastle Location
- Challenging, Varied Role
Client Account Administrator
- Focus on Customer Service
- Client Portfolio Administration
- Listed in the top 20 fastest growing Financial Services Dealer Groups in Australia
The Company
We are a rapidly expanding national Financial Services (Financial Planning) Dealer Group and Funds Management business.
The Role
With continued growth and expansion they require a passionate staff member who can work autonomously in the end to end administration for a range of client’s accounts.
Strong administration and customer service skills are essential for this role.
Client Account Administrator
- End to end administration of your portfolio of client accounts
- Maintain and update relevant systems and databases
- Complete face to face applications with clients
- Processing Rollovers, Contributions and Pension Payments
- Establishing Self-Managed Super Funds
- Obtaining ABN and Tax File Numbers
- Managing transactions to and from clients’ bank accounts
- Reconcile all client account balances and transactions on a daily basis
- Ensure client review meetings are completed
- Generate and send reports and correspondence to your clients
Skills required
- Ability to provide a high level of customer service
- Handle telephone calls in a professional and courteous manner
- High attention to detail and accuracy
- Be able to prioritise and manage multiple tasks
- Highly organised with excellent time management skills
- Strong communication and interpersonal skills
- Competent ability in Microsoft Word and Outlook
- Previous work experience in the Financial Services or Banking environment are essential
Your personality must be enthusiastic, self motivated and have high ethic values.
You will be rewarded:
- Competitive salary
- A supportive team environment with friendly dedicated staff
- Training and development provide
If this sounds like you, then we would like to hear from you.
Please send resume to [email protected]
Please note: Agency submissions will not be accepted on this occasion.
Only short-listed candidates will be contacted.