Skip to main content

This job has expired

You will need to login before you can apply for a job.

Client Services Officer

Adelaide, Australia
Closing date
Jul 21, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Join the financial planning team in an administrative support function Your new company
Your new company are an accounting, tax and financial planning firm based in Adelaide CBD, who are passionate about helping their clients achieve their financial goals.
Your new role
Your new role is responsible for duties not limited to:
  • Finalisation of client advice documents such as Statements of Advice and records of Advice
  • Preparation of investment and insurance forms and documentation
  • Preparation of client letters
  • Adhoc administration
  • Administration of funds and shares
  • Liaising with financial advisors, accountants, fund managers, solicitors, banks
  • Preparation of new client kits
  • Maintain client files
What you'll need to succeed
This opportunity suits a candidate with good working knowledge of administration processes and computer applications such as the MS Suite.
Previous experience within financial services is not required, just a willingness to learn and develop your skills.
What you'll get in return
You will receive an opportunity to learn and grow within financial planning and a competitive salary package based on your experience.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert