AddressOur client has been in operation for over 10 years, with offices located in Canberra and NSW. They provide holistic financial advice and lending/mortgage services to their clients.
They are currently looking for an experienced CSO/CRM to join their Canberra team.
Benefits:
- Beautiful heritage listed office space
- Parking for staff
- Close-knit team culture
- Work life balance and flexibility
- Work from home opportunities
- Part-time 3-4 days a week or full-time
- Supporting a team of financial advisers
- Book client appointments
- Manage client review process and prepare for client meetings
- Complete research on client accounts
- Print and collate advice documents
- Implementation of advice recommendations
- Point of contact for clients
- Management of Xplan database
- Liaise with off-shore admin team and manage workflow
- Ad-hoc admin duties
- 2+ years previous experience in a CSO role supporting financial advisers
- Experience implementing advice
- Experience using Xplan
- Excellent communications skills, both written and verbal
- Able to work autonomously and as part of a team
- Strong attention to detail
- Able to prioritise tasks and manage workflow
How to apply:
If you're interested please apply via this ad or send your CV to Ben Sultmann at ***@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8***.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
