Our Client is a well established and successful Financial Planning firm with a strong professional reputation offering a high performing, progressive and supportive team environment.
The RoleWorking within a positive and autonomous environment as part of the Client Services Team you will be providing Front Office Client Service Support as well as assisting with administration duties in the daily running of the office.
Perfect role if you have experience working in a Financial Services company or equally for a junior candidate with strong admin skills looking for that first step into this industry.
Responsibilities• Provide professional and warm engagement by phone, email or in person
• Management of daily office logistics – diary management, client bookings and meeting management
• Manage the client review schedule, booking in and following up with clients
• Assisting with the preparation and management of client review reporting
• Updating and managing workflows, onboarding new clients and providing admin support for existing clients
• Update and maintain client records in the CRM system
• Daily general office duties and participate in any ad hoc projects
Skills & Experience • Above average customer service and interpersonal skills
• Clear effective communication both written and verbal
• Deadline driven with high attention to detail
• Team player and a self starter with the ability to work in fast paced environment
• Organised with the ability to multi task across a wide range of responsibilities
• Word/Excel/PowerPoint and Outlook
To be successful you will have a positive, proactive and professional approach to your team and to clients!Dee Why Location
Role offering Career Opportunities
Perfect for a multi tasker who enjoys positive client interaction and likes to be challenged
8.30 am to 5.00 pm or 9.00 am to 5.30 pm Monday to Friday
Office Based with some flexibility to work 1 day per week from home
Close to public transport and shopsIf you feel you have the skills and ability please send your resume to
helen@dclrecruitment.com.au or for more information please call Helen or Rachelle on 9905 3566
