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.
Responsibilities Management of x4 Advisors diaries scheduling client meetings
Daily use of CRM to start and manage workflows and updates
First point of Client contact both over phone and face to face
Team assistance & general office duties
Skills & Experience A self starter with the ability to work in a fast paced environment
High attention to detail and organisational skills coupled with the ability to multi task across a wide range of responsibilities
Word/Excel/PowerPoint and Outlook
Previous experience using CRMs
To be successful you will have a positive, proactive and professional approach to your team and to clients!Dee Why Location
X3 days per week or flex days School hours
Role offering Career Opportunities
Perfect for a multi tasker who enjoys positive client interaction and likes to be challenged
100% Office Based
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
