29 Jul 2017

Full-Time Trainee Client Service Officer – Tuggerah

CCGT – Central Coast, New South Wales, Australia

Job Description

• August start
• Full time position
• Located in Tuggerah
• Drivers License is desirable
• PAID to study a Certificate IV in Financial Services
• Tier 2 accreditation essential (can be completed as part of the Certificate III in Financial Services)

Central Coast Group Training is the Coast’s leading employer of apprentices and trainees and has been in operation for more than 35 years.

Our Host Employer is a local financial planning practice that has been in operation for over 8 years. They work in conjunction with accountants and other professional advisors to provide a comprehensive service to their clients covering superannuation, investment, legal, accounting and taxation needs. They have on offer a wealth of knowledge to learn from with over 25 years in the financial planning sector.

As the successful candidate you will be motivated and have customer service.

Duties within this role will include:

• Reception; answering calls, greeting clients and booking appointments
• Administration; binding documents, filing, meeting minutes and getting the mail
• Accounting and Bookkeeping; doing the books and compiling SMSF accounts for clients
• Financial Planning; Producing financial reports for clients and using financial software
• Marketing; assisting in marketing programs such as seminars, board room lunches and client dinners, assisting in digital marketing and production if short business videos

You must have completed your Tier 2 accreditation in Financial Services to be eligible for this role and have a keen interest In financial services.

This is a full time position working 38 hours a week, Monday – Friday from 8:30 am to 5:06 pm.

As part of this Traineeship, you will be PAID to study a Certificate IV in Financial Services through ON the job training.

How to Apply

To apply for this position please visit our website at www.ccgt.com.au and click on the position, followed by “Apply Now” to submit your details.

Job Categories: Administrative and Support Services and Featured. Job Types: Full-Time. Occupation: Apprentice and Trainee Positions. Job expires in 21 days.

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