Senior Client Services Officer / Office Manager - Financial Planning

We are a successful, well-established financial planning firm located in Glen Iris. For over 20 years we have built a reputation for trust, integrity and quality strategic advice.

The Role Due to continued growth, we are looking for an experienced Senior Client Services Officer to join our team and provide exceptional administration and adviser support. The role would suit a career administrator, dedicated to ensuring the smooth running of our office.

Benefits

Comprehensive advice firm with own AFSL, be exposed to all areas of holistic financial advice across a broad client base

Recently refurbished offices, close to train station and shops

Growing business with opportunities to develop your role

The ideal applicant will have:

Minimum 7+ years experience in a financial planning support position with direct client interaction and handling of complex client needs

Extensive knowledge of financial advice processes across superannuation (SMSF), Family Trusts, Companies and personal insurance and investments

An understanding of compliance requirements relating to financial advice

Strong client onboarding and advice implementation experience

Project management experience including corporate actions and IPOs

Proficient using Xplan, Platform software, Microsoft Office and workflow management software

Experience managing ongoing service agreements

Accounts payable and fee processing experience

A high level of attention to detail, technical aptitude and capacity to work under pressure

A proactive, problem-solving mindset with the ability to prioritise tasks

Excellent verbal and written communication skills

Tasks & Responsibilities:

Prepare portfolio reports, OSAs and other documentation as required for client meetings

Prepare and monitor investment applications and liaise with fund managers and third party providers through to completion

Source superannuation, investment and insurance information from third party providers

Liaise directly with clients to provide an outstanding client experience

Build ongoing relationships with accountants and other stake holders

Accurately enter and maintain client information in our client management systems

Keep workflow software up to date and manage deadlines

Ad-hoc projects and adviser support as required

This role is office based, Monday through Friday. Hours are flexible for the right candidate and salary is dependent on experience.

Applicants must include a cover letter with their application to be considered for this role.

Application Questions

How many years' experience do you have as a client services officer?

Which of the following statements best describes your right to work in Australia?

How many years' experience do you have in the financial services industry?

Do you have a current Police Check (National Police Certificate) for employment?

#J-18808-Ljbffr