Job Scope

This diverse role requires customer service skills, IT skills, and technical aptitude as well as the ability to create positive relationships with clients. We use multiple software systems and require a strong attention to detail.

You will be required to ensure Intralink’s service standards are being met (preferably exceeded), ensuring compliance standards are met and all tasks relating to a client’s portfolios are performed in a timely manner with a high degree of accuracy.

Key Responsibilities will include:

You will manage your own client base of up to 100 clients.

You will be the initial point of contact for all client enquiries, including assisting the advisers in client communication and reporting.

Ensure client records are kept up to date across all systems (ie; CRM, Class, XPlan, etc).

Set up of New Clients Account including the establishment of SMSFs.

Assist with drafting, implementing, and developing internal procedures.

Liaise with Internal and External Accountants and answer Tax Queries.

Provide backup when required - for daily payments on behalf of clients (ie; pension payments, tax payments, accounting fees, etc).

Provide backup when required - for maintaining/updating the daily transactions in clients’ portfolios.

Provide backup when required – in the application process when multiple clients are investing in unlisted investments.

Assist with telephone and other reception duties.

Key Qualifications/Skills:

Strong interpersonal, written and verbal communication skills with a customer focus

Work with a team mentality and help colleagues when needed.

Proficiency in the use of computers and office software applications.

Ability to work with a high level of accuracy and attention to detail.

High standard of personal presentation.