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    Client Services Administrator - Mackay Regional, Australia - Recruitly

    Recruitly
    Recruitly Mackay Regional, Australia

    2 days ago

    Default job background
    Description

    2 weeks ago Be among the first 25 applicants

    The Firm

    This established independent Financial Planning firm provides bespoke wealth management advice to its long-term, high net worth clients. Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have flexibility to work from home 2-3 days a week and if you're looking for career progression, that's a very real option too

    The Firm

    This established independent Financial Planning firm provides bespoke wealth management advice to its long-term, high net worth clients. Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have flexibility to work from home 2-3 days a week and if you're looking for career progression, that's a very real option too

    The Role

    As the Client Service Administrator (CSA), you'll work as part of a team of 3 providing administrative support to the niche team of Financial Advisors. Organise and prepare for client meetings, liaise with clients to gather relevant information, liaise with Accountants, Lawyers and Stockbrokers, maintain client information on the database and assist in the implementation of advice and preparation of documents etc.

    Responsibilities

    • Coordinate pre and post review meetings with clients
    • Prepare files, documentation and checklists for client review meetings
    • Process new and existing client application forms
    • Liaise with Accountants, Lawyers and Stockbrokers to gather information as required
    • Assist with the implementation of SOA's
    • Produce quarterly reports for upcoming client reviews
    • Update and maintain client information in CRB and Sharepoint (establish new files, record & update review dates etc)
    • Mailbox collection/drop-off
    • Placing trades for client portfolios
    • Ensuring compliance requirements are met and noted

    Skills and Experience

    This is a niche role for a client focused administrator, who's looking for a stable environment within the financial services sector. We're ideally looking for similar experience, preferably within a Financial Advice business or similar. Intermediate MS Office skills, strong attention to detail and a sound communication skills are a must. And if you're looking for career progression and are studying/have studied, this could also be a great stepping stone into an Associate Advisor role in the future.

    If this sounds like you and you're looking to advance your skills within a professional, respected team, please forward your resume asap... we're keen to hear from you

    Seniority level

    • Seniority level

      Entry level

    Employment type

    • Employment type

      Full-time

    Job function

    • Job function

      Finance

    • Industries

      Staffing and Recruiting

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