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CLIENT SERVICE OFFICER / FINANCIAL ADVISER ASSISTANT

Assisting in the provision of advice solutions to a range of clients. Liaising with clients, fund managers, and other third parties as required. Preparing paperwork for the construction of the SOA's & ROA's. Working with clients w...

CompanyAdvance Recruitment Partners
AddressCairns, QLD
CategoryAccounting & Finance
Salary$70k - $80k
Job typeFull time
Date Posted a month ago See detail

Client Service Officer / Financial Adviser Assistant

Advance Recruitment Partners

Cairns, QLD

$70k - $80k

Assisting in the provision of advice solutions to a range of clients. Liaising with clients, fund managers, and other third parties as required. Preparing paperwork for the construction of the SOA's & ROA's. Working with clients w...

a month ago seen See more...

Client Services Officer - Financial Planning

Family Wealth Advisory Sylvania

Sylvania Waters, NSW

Use of electronic and paper filing system. Communicating over the phone, email and fax. Preparation of client paperwork. Diary management. Use of Microsoft Word, Microsoft Excel, Microsoft Outlook. Xplan software knowledge. Data e...

a month ago seen See more...

Office Administration - Financial Services

Fitzgerald Jenkins Recruitment

Sydney, NSW

Responsible for onboarding of staff to Sydney branch including temporary accommodation arrangements, all leasing matters, property budget, legal reviews etc. On a monthly basis provide confirmation of all leasing payments to HR en...

a month ago seen See more...

Financial Planning Associate/Client Services Officer

Partners Wealth Group

Melbourne, VIC

Provide quality service and maximize customer satisfaction. Manage the implementations of new investments and insurance policies. Maintain accurate data and records. Produce client correspondence and reports. Liaise with our vario...

2 months ago seen See more...

Client Services Officer - Financial Planning

Q4 Financial

Brisbane, QLD

$55,000 - $70,000 a year

Work with an established and leading provider of wealth management and accounting services. Be part of a family friendly business.. Flexible working arrangements.. Financial Planning Graduates or Administration Assistants with w...

2 months ago seen See more...

Disability Service Officer - Financial Administration

Heathcote Health

Heathcote, VIC

$70,000 - $70,000 a year

Footscray, Dandenong or Bendigo location with flexible hybrid work arrangement. Salary circa $70,000 plus super. Applications close 31 March 2024. Passionate about making a difference to the lives of Victoria's most vulnerable peo...

2 months ago seen See more...

Disability Service Officer - Financial Administration

State Trustees

Footscray, VIC

$70,000 - $70,000 a year

Footscray, Dandenong or Bendigo location with flexible hybrid work arrangement. Salary circa $70,000 plus super. Applications close 31 March 2024. Passionate about making a difference to the lives of Victoria's most vulnerable peo...

2 months ago seen See more...

Reception/Client Service Officer - Financial Planning

Bountiful Wealth

North Lakes, QLD

Join a fast-growing, client-focused team. Thrive in a great team environment with energetic and supportive colleagues. Enjoy a regular five-day workweek (Monday to Friday 8:30 AM - 5:00 PM) with one Friday off each month. Work fro...

2 months ago seen See more...

Client Services Office (Financial Advice)

Private Portfolio Strategies

Maroochydore, QLD

Reception tasks - incoming calls, greeting clients. Booking appointments, meeting preparationand diary management. Documentation management (data gathering, advice statements, applications). Actioning/monitoring/finalising variou...

2 months ago seen See more...

Financial Planning Assistant / Client Service officer

Oasis Financial Planning

Mudgeeraba, QLD

$65,000 - $80,000 a year

Assist and support the Financial Plannerss in all daily administration duties of the full end-to-end Financial Planning process, including diary management, processing client correspondence and all around office support. Take inbo...

2 months ago seen See more...

Office Administration - Financial Services

Fitzgerald Jenkins Recruitment

Sydney, NSW

Responsible for onboarding of staff to Sydney branch including temporary accommodation arrangements, all leasing matters, property budget, legal reviews etc. On a monthly basis provide confirmation of all leasing payments to HR en...

2 months ago seen See more...

Client Service Officer / Financial Adviser Assistant

Advance Recruitment Partners

Cairns, QLD

$70,000 - $80,000 a year

Assisting in the provision of advice solutions to a range of clients. Liaising with clients, fund managers, and other third parties as required. Preparing paperwork for the construction of the SOA's & ROA's. Working with clients w...

2 months ago seen See more...

APS4 National Contact Centre Service Officer

National Disability Insurance Agency

Robina, QLD

$73,928-82,056 per year

Ongoing & Non-Ongoing 12 - Full Time. $73,928 - $82,056 (plus 15.4% superannuation). Role located in ACT - Deakin,QLD - Robina. Empathy and patience while communicating with callers. Previous call centre and customer service exper...

2 days ago seen See more...

APS4 National Contact Centre Service Officer (Affirmative Measures - Disability)

National Disability Insurance Agency

Robina, QLD

$73,928-82,056 per year

Ongoing & Non-Ongoing 12 - Full Time. $73,928 - $82,056 (plus 15.4% superannuation). Role located in ACT - Deakin,QLD - Robina. Empathy and patience while communicating with callers. Previous call centre and customer service exper...

2 days ago seen See more...

Emergency Services Officer / Control Room Security Officer

Adecco

Australia

Permanent

Salaried Position - Excellent Remuneration. Relocation assistance considered. A start-up bonus applies. 4 On 4 Off Roster. Overtime available. Training provided. Bootsand uniforms supplied. Transport provided. Excellent team envir...

2 days ago seen See more...

People & Culture Services Officer

University Of Wollongong

Wollongong, NSW

$74,979-84,793 per year

1 x Permanent, continuing full-time appointment. 1 x Fixed Term, full time appointment (until August 2025). Level 5: $74,979 - $84,793 + 17% superannuation....

2 days ago seen See more...

Administration & Customer Service Officer

Cleanaway

Dandenong South, VIC

Permanent

Competitive Salary Package. Learning and development opportunities. Scope for growth within the business. Support from a strong network. Employee share program. Great staff benefits program, including novated car leasing, salary s...

2 days ago seen See more...

Client Partner - Financial Services

Globant Commerce Studio

Melbourne, VIC

Permanent

Research and source opportunities, identify decision-makers, turn prospects into leads, and execute new engagements. Develop leads and continue engagement with prospective leads. Call new potential prospects. Conduct regular compe...

3 days ago seen See more...

Client Partner - Financial Services

Globant Commerce Studio

Sydney, NSW

Permanent

Research and source opportunities, identify decision-makers, turn prospects into leads, and execute new engagements. Develop leads and continue engagement with prospective leads. Call new potential prospects. Conduct regular compe...

3 days ago seen See more...

Regulatory Service Officer

Nsw Government

New South Wales

Permanent

Please be aware that you are now being navigated away from the I Work for NSW job board to a different website to complete your application.It is important to note that the website you're being navigated to may use a different use...

3 days ago seen See more...

Support Coordinator (Disabilities Service Officer) - Ability Connect

Ability Connect Pty Ltd

Bella Vista, NSW

$65,000-80,000 per year

Support NDIS participants to build capacity to coordinate their NDIS plans, negotiate appropriate support and services, and connect with community support and mainstream services. Ensure support coordination is completed as per th...

3 days ago seen See more...

Service Officer, QLD Operations

Australian Electoral Commission

Rockhampton, QLD

Permanent

The ability to work productively in a high-pressure environment whilst maintaining a positive and calm outlook and a strong focus on embracing diversity, collaboration, and teamwork. Demonstrated ability to undertake moderately co...

3 days ago seen See more...

Customer Service Officer

Belgravia Leisure

Cooks Hill, NSW

Permanent

Great career paths and development with an entrepreneurial organization. Free facility access. Opportunity to make a real difference to our community. Role includes opening the facility + weekend hours, excellent opportunity for t...

3 days ago seen See more...

Customer Service Officer - B2B

Veritas Recruitment

Greystanes, NSW

$65,000-70,000 per year

Ensure accurate processing of sales orders and quotations, handling approximately 20-30 per day. Handle a high volume of inbound calls, providing assistance with pricing and product inquiries. Proactively identify opportunities fo...

3 days ago seen See more...

Customer Service Officer

Genesis

Cooks Hill, NSW

Permanent

Great career paths and development with an entrepreneurial organization. Free facility access. Opportunity to make a real difference to our community. Role includes opening the facility + weekend hours, excellent opportunity for t...

3 days ago seen See more...

Customer Service officer Pre-admission

St Vincent's Health Australia

Melbourne, VIC

Permanent

Join the St Vincents Health Australia Group, and work for a truly values based organisation, who operate across VIC, NSW and QLD. Salary packaging available (pay less tax and increase your take home pay!). Gain access to discount...

3 days ago seen See more...

BULLIVANTS GLADSTONE: Customer Service Officer

Workpac

Australia

$31.68 per hour

This person will be able to develop and maintain a strong product knowledge, seek opportunities to improve processes or create efficiencies within your work area and team. Develop productive working relationships with internal / o...

3 days ago seen See more...

Customer Service Officer

Mediix

Sydney, NSW

$65,000-75,000 per year

Are you passionate about providing exceptional service to customers?Do you thrive in a dynamic and fast-paced environment?We are seeking a Customer Service Representative to join busy team and help deliver outstanding support to v...

3 days ago seen See more...

CUSTOMER SERVICE OFFICER

Ebos Group

Adelaide, SA

Permanent

Full time Customer Service Officer. Veterinary pharmaceuticals. Working as part of a team....

3 days ago seen See more...

Senior Research Services Officer Vessels

Government Of South Australia

South Australia

Permanent

Successful applicant will be required to satisfactorily complete a National Police Check (NPC) prior to being made an offer of employment. Australian residency or current works permit is required (responsibility of applicant to pr...

3 days ago seen See more...

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