Client Service Officer

Hanmoore Financial Solutions
Blackburn, VIC
A$60,000-$70,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 8 days ago


We are a professional and successful financial planning company, offering an opportunity to join our team at our Blackburn office.

The role will work closely with our existing staff, with mentoring to assist in your development.

You will be supported and trained in a variety of duties including :

Collaborating with advisers in the business

Interaction with clients and fund managers

Preparation and collation of client documentation

Implementation of client transactions

Involvement in shared administration duties

Ideally you will have experience in, or completed studies in financial planning or a related field. You will be provided with ongoing training to build your skills.

The successful candidate must have :

A focus on attention to detail

Excellent verbal and written communication skills

An ability to quickly grasp new concepts and problem solve

Strong time management skills

There is the possibility of flexibility around school hours for the right candidate.

To apply for this role please submit your resume and include a personalised cover letter to Mathew Gale.


About Hanmoore Financial Solutions

Essendon, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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