Client Service Administrator
We are looking for an experienced Client Service Administrator to join an established leading Wealth Management Firm.
Summary about this job
Financial Planning
Company: Intralink Financial Solutions
Location: Melbourne
Work type: Full Time
Salary: $45,000 - $54,999
Phone: +61-8-1644-4482
Fax: +61-7-7623-3556
E-mail: n\a
Site: n\a
Detail information about job Client Service Administrator. Terms and conditions vacancy
- Boutique Financial Planning firm | High net worth clients
- $45,000 - $55,000 package including super
- Convenient CBD location
Company Overview
Intralink Wealth Management is highly regarded, well established and is an award winning Financial Planning practice. We offer a great working environment and team culture.
The role will ideally suit candidates with experience in financial planning. You will be a direct assistance to the Financial Advisers and clients.
Key Responsibilities will include:
This role is very diverse and will require an experienced administrator with strong customer service.
- Be the initial point of contact for all client enquiries regarding administrative matters
- Set up of New Clients Account including the establishment of SMSFs
- Ideally have prior knowledge of how a Self Managed Superannuation Fund operates, including management of Pensions, Contributions and annual SMSF compliance matters
- Liaise with Internal and External Accountants and answer Tax Queries
- Update Estate Planning information
- Preparation of investment reviews on quarterly basis
- Preparation of annual taxation information for all clients/accountants
- Preparation & implementation of insurance applications through to successful underwriting
- Attend meetings with Adviser
- Assist with telephone duties
Previous involvement in a financial planning practice and/or use of Xplan would be preferred. The varied and dynamic role is Full Time, however we would consider flexible working hours for the right skilled candidate (only).
Our office hours are Monday - Friday 8:30am to 5:30pm.
How to Apply
Please send your CV with a covering letter with 3 reasons why we should consider your application. Please email to [email protected]
Only application with covering letter will be considered. For immediate start date.