• Immediate start is available
• CBD location
• Permanent full time

The Role:

Our client is a Financial planning company that is seeking a switched-on and dynamic Client Service Officer with exceptional organisational skills to support their busy workflow. This position is Monday to Friday, fulltime.

Duties will include, but are not limited to the following:

• New Business Applications (Superannuation, Pension, Investment accounts)
• Client liaison to assist with administrative queries requested by clients/advisers.
• Processing insurance new applications, claims or alterations.
• Booking clients in for Annual reviews and management of adviser diary
• Preparation of advice presentation documents
• Implementing advice recommendation
• Attending weekly meeting
• Ensuring correspondence and data are saved in a compliant manner within Xplan
• Ensure compliance is maintained consistently
• Other administrative tasks may be required

Essential Criteria:

The ideal candidate will have experience in working within a fast-paced environment, and the ability to manage a busy and varied workload with competing deadlines.

• 2-3 years experience in similar role within financial planning
• Excellent phone manner and communication skills
• Able to build and maintain strong relationships with client
• Xplan experience
• Excellent attention to detail and ability to multitask
• Willingness to work as part of a team and assist with various tasks as required
• Professional presentation

If you fit the above criteria and are interested in the role, please click “Apply Now” or call Flexi Staff on 08 9479 4781 for further information.