We are a highly successful and well-established financial planning firm located in Glen Iris.
For over 20 years we have built a reputation for trust, integrity and quality strategic advice.
An excellent opportunity exists for an experienced Client Services Officer to join our team and provide effective administration support.

Benefits:

- Comprehensive advice firm with own AFSL – be exposed to all areas of holistic financial advice
- Recently refurbished offices, close to train station and shops
- Growing business with opportunities to develop your role

The ideal applicant will have:

- 3+ years experience in a financial planning support position
- Experience in various areas of financial advice such as superannuation including SMSF, personal insurance and investments
- Strong advice implementation experience
- Experience with FDS and ongoing service agreements
- Experience using Xplan and Microsoft Office
- A high level of attention to detail and the ability to prioritise tasks
- A proactive, problem-solving mindset and be a team player
- Excellent verbal and written communication skills

Tasks & Responsibilities:

- Prepare reports, OSAs and other documentation as required for client meetings
- Prepare and monitor applications and liaise with funds managers and third party providers through to completion
- Accurately enter and maintain client data in our client management system (Xplan)
- Liaise with clients to provide an outstanding client experience
- Build ongoing relationships with all stake holders
- Provide support to the advice team
- Ad-hoc admin duties

This role is office based and Monday through Friday is preferred but hours are flexible and salary dependent on experience.

Please include a cover letter with your application.