Client Services Officer

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Client Services Officer (点击查看详情)
薪资水平:面议
职位类别:金融/银行/保险/会计
联系电话:0863896700
性别要求：不限
地区：珀斯
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Client Services Officer - Part Time
Godfrey Pembroke
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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.