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职位类别：
金融/银行/保险/会计
薪资水平：
面议
招聘人数：
不限
类别：
全职Full Time
性别要求：
不限
地区：
珀斯
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[地图及交通]
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应聘者请直接打电话或EMAIL联系招聘候商家,并告知商家这是在AUPEOPLE 澳群华人网 看到这条招聘消息的。 红色按钮“申请该职位”暂时没有开通，请不要使用。 商家如有意刊登招聘广告，40AUD/月,请联系：aupeople@outlook.com.au
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Client Services Officer - Part Time
Godfrey Pembroke
More jobs from this company
About the business
An opportunity exists for a graduate or a soon to be graduate looking to enter the financial planning industry. The role is for a Permanent Part Time Client Services Officer to join our boutique Financial Planning practice in Subiaco alongside 4 other employees.
About the role
As a Client Services Officer your role will be to provide administration and client services experience to our business and clients with your key responsibilities being:
Assist advisers in all aspects of client servicing which will include:
Setting up and maintaining client files and client information held in XPLAN;
Assisting in the preparation of documents and meeting files;
Processing all requests for clients and advisers by appropriate deadlines;
Implementing investment changes including buy and sell instructions for shares and Managed funds and tracking transactions to ensure that they meet deadlines;
Prepare and lodge product/platform applications and follow through to completion;
Preparing Centrelink Income Stream and similar Centrelink forms and assisting the Associate Planner in liaison with Centrelink; and,
Provide Other general administrative and client service responsibilities as required.
This will be a permanent part time position with the prospect of full time employment with a career path beginning with administration support with the prospects of progressing to the roles like:
Paraplanning support and paraplanning;
Investment management services; and,
Associate financial planner.
Skills and experience
The successful candidate will have the following:
An outgoing and friendly disposition, excellent presentation and communication skills, both written and verbal;
An interest in financial planning as a career;
Excellent organisational and time management skills, with a high attention to detail;
Proficiency with Microsoft Office suite of products; and,
The ability to work autonomously and also as part of a team.
skills
Please note only shortlisted candidates will be contacted.
If you are interested in this role please contact Jerome Paul in confidence at 08 6389 6700 - or email your CV to jerome@corkassetmgmt.com.au.
Godfrey Pembroke
More jobs from this company
About the business
An opportunity exists for a graduate or a soon to be graduate looking to enter the financial planning industry. The role is for a Permanent Part Time Client Services Officer to join our boutique Financial Planning practice in Subiaco alongside 4 other employees.
About the role
As a Client Services Officer your role will be to provide administration and client services experience to our business and clients with your key responsibilities being:
Assist advisers in all aspects of client servicing which will include:
Setting up and maintaining client files and client information held in XPLAN;
Assisting in the preparation of documents and meeting files;
Processing all requests for clients and advisers by appropriate deadlines;
Implementing investment changes including buy and sell instructions for shares and Managed funds and tracking transactions to ensure that they meet deadlines;
Prepare and lodge product/platform applications and follow through to completion;
Preparing Centrelink Income Stream and similar Centrelink forms and assisting the Associate Planner in liaison with Centrelink; and,
Provide Other general administrative and client service responsibilities as required.
This will be a permanent part time position with the prospect of full time employment with a career path beginning with administration support with the prospects of progressing to the roles like:
Paraplanning support and paraplanning;
Investment management services; and,
Associate financial planner.
Skills and experience
The successful candidate will have the following:
An outgoing and friendly disposition, excellent presentation and communication skills, both written and verbal;
An interest in financial planning as a career;
Excellent organisational and time management skills, with a high attention to detail;
Proficiency with Microsoft Office suite of products; and,
The ability to work autonomously and also as part of a team.
skills
Please note only shortlisted candidates will be contacted.
If you are interested in this role please contact Jerome Paul in confidence at 08 6389 6700 - or email your CV to jerome@corkassetmgmt.com.au.
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