4 Oct 2018

Full-Time Senior Client Services Officer – Newcastle – Part-Time role – Newcastle

Ensure Recruitment – Hunter Region

Job Description

Highly successful well established financial planning firm based in Newcastle seeks an experienced Senior Client Services Officer to join the team on a part-time basis (ideally 2 days per week).

About the role

Supporting and assisting Financial Planners, you will be required to:
Work closely with advisers to support client advice, implementation and review process
Act as the first point of contact for all administration enquiries
Action client administration requests quickly and efficiently and follow up on missing documentation
Prepare and coordinate completion of XPLAN reports and presentation material used in client appointments.
Ensure all data is recorded accurately in all business systems
Liaising with new and existing client enquiries by phone and written correspondence
Implementing managed fund sales, purchases and re balances in accordance with SOA recommendations
The successful applicant will have:
MUST have proven experience working in a Client Services / Financial Planning Assistant role within a financial planning firm.
RG146 completed (or in progress) is desirable
Strong Microsoft skills and experience using financial planning software preferred
High attention to details, strong organisational and time management skills
Excellent written and verbal communication skills and people skills
Be able to work autonomously
Willingness to assist and support internal and external stakeholders

Interviews are taking place immediately. Please click the “ÄPPLY” button to forward a copy of your resume to be reviewed in strictest confidence. Alternatively to find out more about this exciting and rewarding role please contact Toby Walsh from Ensure Recruitment on 0404971247 or email t.walsh@ensurerecruitment.com.au

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Job Categories: Financial Planning. Job Types: Full-Time. Occupation: Clerical and Administrative. Job expires in 24 days.

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