Join a progressive and supportive Financial Planning Practice within a mid-tier firm. We are seeking an experienced and motivated Client Services Manager to join our team.
You will be provided with on-job and off-job learning, the opportunity to work with a broad range of clients and you will be mentored by highly experienced professional staff.
DUTIES INCLUDE BUT ARE NOT LIMITED TO:
- Acting as the first point of contact for clients, maintaining client relationships with a strong emphasis on client service.
- Administration support to the Financial Planning team.
- Maintaining the client data base.
- Preparation of client review documentation.
- Implementation of client advice.
- Prepare and lodge applications and follow through to completion.
- Preparation of advice documents.
ABOUT YOU:
You will be organised, committed and a dedicated person who is eager to secure a full time position in Client Services. You will be keen to show you take responsibility, pride and control in your work.
- Minimum of 3 years’ experience in an administrative role.
- Excellent written and verbal communication skills.
- Strong attention to detail.
- Strong Word and Excel skills.
- Strong organisation skills and ability to prioritise tasks.
- Financial Planning experience an advantage but not essential.
BENEFITS:
- Work life balance including flexibility of work hours and location of work.
- Strong commitment to team members’ development. You will enjoy regular team training and learning opportunities.
- Study assistance and support for further professional studies.
- Active social club and community outreach.
- Employee wellness program including Employee Assistance Program.
- Bright modern office in Osborne Park including a large team leisure space, outdoor balcony with BBQ area and gym with bathroom facilities.
This is an excellent opportunity for a candidate that possesses the above attributes to work in a fast paced, challenging and fun environment. Ideal working hours will be either 8am – 4pm or 9am – 5pm.
To apply for this job email your details to enquiries@armada.com.au.