Client Services Officer - Flexibility Part or Full Time Opportunities

Advice2Talent

2 Opportunities exists for experienced Client Services Officers - x1 Kew and x1 Hawthorn

  • Full and Part Time Opportunities
  • Work Life Balance
  • Amazing Location, Amazing Offices and Amazing Team!


An established Accounting/Financial Planning firm based in Hawthorn is now looking for an experienced financial planning administrator to perform Client Services role.
 
  • Are you a career Administrator? Or do you want to move into becoming a Paraplanner or Advisor?
  • What ever your wish this firm is willing to grant your wishes
  • Apply Now
  • Kew and/or Hawthorn Location (next to train station) 
 
About our client
With a team of 100 professionals our client based in the inner Eastern suburbs (Hawthorn) of Melbourne. With a service offering of financial planning, tax, business consulting, finance this multi disciplinary company is growing.
 
 
About the role
 
  • Working in the Financial Planning team with 2 support staff
  • Supporting 3 Advisors
  • Helping Advisers provide an exceptional level of service to a professional to a diverse client base
  • Preparing for and coordinating client meetings
  • Managing Opt In and FDSs 
  • Liaising with financial institutions and other business entities.
  • Maintaining client information and general administration tasks
  • All implementation and office administration
  • Xplan experience would be preferred but will accept Coin or other financial planning software.
 
To be considered you would have experience in a similar role.
 
 
What's on offer
 
  • A dedicated team 
  • An opportunity to move into what ever direction you would want - Paraplanner/Advisor
  • Or if you happy to remain as a career administrator
  • Part Time 3-4 days or Full Time
  • $70K plus super
 
If you would like to discuss further please feel free to contact Carolina Castillo on 0412740090 or email hello@advice2talent.com