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Form of workThe Role:
As a Client Service and Administration Officer at UNICA Wealth, you'll be a vital member of a close-knit team of professionals dedicated to providing exceptional financial solutions to our clients. With a flexible work environment that promotes work-life balance and a culture of growth and fulfilment, you will support our financial advisors in ensuring smooth and efficient operations. Your responsibilities will include managing client enquiries, implementing investment transactions, generating reports, and preparing compliance and review documents.
About Us:
UNICA Wealth's dedicated staff work collaboratively to create tailored financial strategies that help our clients achieve their financial goals. Our flexible work environment empowers our employees to balance their personal and professional lives while fostering a culture of growth and fulfilment. Our success is built on the expertise and drive of our talented team, who consistently strive for excellence and innovation in wealth management.
Key Responsibilities:
As a Client Service and Administration Officer, you will be responsible for the following:
- Supporting our financial advisors in ensuring smooth and efficient operations.
- Delivering exceptional Client Service through prompt and accurate responses to enquiries.
- Implementing investment transactions, fund transfers, and advice recommendations.
- Managing and maintaining client and investment data within Xplan.
- Generating insightful reports from Xplan and third-party platforms.
- Facilitating the preparation of client review and compliance documents.
- Liaising with third parties to ensure seamless communication and coordination.
- Undertaking ad-hoc administrative tasks as required.
What We Offer:
We offer a competitive salary package, commensurate with your experience and expertise. Our supportive and collaborative work environment values your contributions and encourages your growth. Join us on this exciting journey to shape the future of wealth management and make a meaningful impact on the lives of our clients.
About You:
We're looking for a proactive, detail-oriented, and organised individual who excels in a fast-paced environment. You should have strong communication and interpersonal skills, focusing on providing exceptional customer service. While prior experience in the financial services industry is advantageous, it is not mandatory. Proficiency in using Xplan and third-party platforms is highly desirable. Training will be provided as required.
Join our team today and make a difference in the lives of our clients while enjoying a dynamic and supportive workplace that values your unique skills and perspective.
How to Apply:
To apply for this role, please submit your application via Seek by Friday 29 March 2024. We may begin conducting confidential interviews as quality applications arrive. We encourage you to apply and learn more about this exciting opportunity.
All applications will be handled confidentially.
