As a Client Services Officer, your role will be to provide administration and client services to our clients.

Your key responsibilities:

· Assist adviser in all aspects of client servicing which will include:

· Setting up and maintaining client files and client information held in XPLAN;

· Assisting in the preparation of documents and meeting files;

· Processing all requests for clients and advisers by appropriate deadlines;

· Implementing investment changes including buy and sell instructions for shares and Managed funds and tracking transactions to ensure that they meet deadlines;

· Prepare and lodge product/platform applications and follow through to completion;

· Preparing Centrelink Income Stream and similar Centrelink forms and assisting the Associate Planner in liaison with Centrelink; and,

· Provide Other general administrative and client service responsibilities as required.

Skills and experience

The successful candidate will have the following:

Min 3 years experience in financial planning

Must have Proficiency with Xplan

High-level administrative skills

Strong Computer Literacy, MS Office experience, with an ability to quickly learn new tech systems

Strong multitasking skills and the ability to efficiently manage multiple priorities

Excellent organisation and time management skills, with high attention to detail

The ability to work autonomously and also as part of a team

Must be an Australian citizen to be eligible for this position