Financial Services - Certificate IV - Traineeship (BB-3E663)
Found in: Whatjobs AU
Description:Sarina Russo Apprenticeships has a client in Coolangatta that is a well-respected financial planning organisation with four offices in the Wide Bay and Gold Coast areas, specialising in servicing medium to high net worth clients.We have a strong emphasis on client service, building rewarding relationships and delivering reliable outcomes to assist with achieving our clients’ financial and lifestyle goals. The opportunity on offer is a full-time experienced Financial Planning Client Service Officer / Receptionist position in our Bundaberg office working closely with our Financial Advisers and Clients. This role manages the flow of incoming communications to and from our office and is responsible for assisting clients in their dealings with our Practice, nurturing deeper relationships with personalised service. In this role, you will provide support to the Advice Team in preparing and executing recommendations and requests. In addition to this, you will also be responsible for:•Liaising with clients and providing superior service and building relationships•Providing support to the Advice Team and managing Advisers’ diary•Preparing paperwork and documentation for client meetings•Implementing recommendation / paperwork and liaising with fund managers•Maintaining client files in accordance with the Licensee compliant requirements•Accurate database management - both computerised and manual•Filing, scanning and photocopying To be our ideal candidate, you will need:•To be prepared to complete a traineeship in Certificate IV in Financial Services•Have previous experience in the Financial Services Profession in areas such as Client Service or Administration•Experience in Xplan (highly regarded)•Excellent organisational, communication and interpersonal skills•Strong attention to detail and work to deadlines•A committed and caring attitude focused on quality service, team goals, outcomes and productivity•A willingness to adhere to the company's values This position is integral to our office and we require a unique person who is vibrant, energetic, friendly, and has a professional phone manner. Tattoo's and Piercing's must be covered. Hours are 8.30 am to 5pm Monday to Friday. All applicants are to include a cover letter outlining why you would be an asset to our Practice, as well as including your resume, work history & references.
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