This is your opportunity to become part of a well established, successful privately owned wealth management practice that is recognised as a market leader in Australia.

Some of the highlights of this exciting Client Services role are:

· Attractive Salary Package

· Prestigious Brisbane CBD Location

· Dynamic Team Environment

· Excellent Career Progression Opportunities

We offer the successful applicant an opportunity to join a wealth management practice that is recognised as one of the leaders in the industry. We pride ourselves on the provision of professional financial services and advice. Our clients are professionals, executives and high net worth individuals.

Role Responsibilities include but are not limited to:

Data entry and management of client data/threads/tasks in Xplan

Maintenance of all client files

Management of inbound and outbound client correspondence

Implementation of financial plans and associated strategies

Management of client reviews and documentation

Administration duties including scanning and mail

General administrative support to adviser and staff.

Our Ideal Candidate will have:

Strong communication skills – both written and verbal

Intermediate level experience with Microsoft Office (Teams, Word, Excel, Outlook)

1+ years experience within a financial services business

Previous experience with CRMs such as Xplan

Excellent organisational, communication and interpersonal skills

Attention to detail

A desire to learn and develop additional skills/knowledge

Positive, outgoing personality

Demonstrated ability to work autonomously and within a team

This entry level role is suited to someone who is a dedicated team player seeking a career with a dynamic company of motivated young professionals with an excellent business culture. We work hard for our clients but have plenty of fun doing it!

Please forward your application to the email below if you would like to be considered for this exciting and rewarding opportunity

E-Mail: [email protected]

*No recruiters please*