Client Relationship Coordinator / Administration

Client Relationship Coordinator / Administration

Townsville QLD

Full Time 

Join Our Team

Be part of the Cosca Way with like-minded colleagues/professionals, a culture based on authenticity and teamwork, building long term relationships/partnerships.

A full-time position exists for immediate start in our Townsville office to join our Personal Wealth Team. This permanent position offers on-the-job training, with significant potential to develop your career.

Here are some of the reasons why it’s great to work with us:

• Flexible work arrangements
• Early finish on Fridays
• Training and development opportunities
• Mentoring and coaching programs
• Location of business and nearby amenities
• Positive brand and business reputation in the community
• Employee Assistance Program
• Maternity and Paternity Leave Schemes

The Role

Energetic and friendly, have a happy and positive ‘can do’ attitude, be able to demonstrate initiative, confident in verbal and written communications, capable with computer skills and an aptitude to learn new things and solve problems. 

Excel in customer service and building relationships, assist walk-in clients, schedule client appointments, answer phone, and help client with questions and issues. Assist with day-to-day administration functions and implementation of activities and tasks. Overall providing administrative support and service to clients and internal staff.

Responsibilities in this role:

• Welcoming clients and visitors, answering phones, redirecting calls in a professional and friendly manner.
• Perform general office work, such as maintaining supplies and office equipment, completing the opening and closing office procedures, sending and receiving mail, maintaining a clean and organised office environment.
• General errands for key stakeholders within the business.
• Coordinate and schedule client appointments.
• Managing CRM, electronic data entry, maintain client online portal.
• Assist the team with designated administrative tasks.
• Understand the culture and goals of the organisation and the team.

Essential Skills (Selection Criteria)

• Client service experience
• Commitment to exceptional client service delivery
• Intermediate Microsoft Office skills
• Excellent written and numerical skills
• Ability to multi-task
• Confident, positive, well-spoken and have a professional manner
• Good organisational skills and excellent attention to detail 
• Able work independently, be flexible and willing to take on the responsibilities 
• Ability to work to deadlines, continually improve and embrace change, staying connected with evolving world of technology
• XPlan Experience (Desirable but not required)

The Cosca Way

Across our Business Advisory, Financial Services and Personal Wealth solutions we provide financial strategies that help our clients achieve their vision. We give numbers meaning and show them the way forward to achieve their goals. With locations now spread across Queensland, now is the perfect time to be part of our growth.

Benefits 

At Cosca we’re a strong believer in our culture to Activate Growth not only for our clients and the communities we serve but also for our staff. So as part of our team, you can expect a competitive salary package that will reflect the skills and experience you bring, opportunities for further professional development, a community-focused team (with our own foundation), as well as flexible arrangements that are suitable for your role.   

You will work in a positive, welcoming and social environment with plenty of events throughout the year to celebrate wins. 

Job Application

To apply provide a cover letter and CV addressing the selection criteria.

Seeking more information, email the HR Manager **@cosca.com.au. All communication is strictly confidential.